West Oak Capital’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

West Oak Capital’s Portfolio RSPS Stock Details RSPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-300	Closed	-$97	–	314
2024 Q3	$97	Hold	300	–	–	﹤0.01%	250
2024 Q2	$9.18K	Hold	300	–	–	﹤0.01%	258
2024 Q1	$10K	Hold	300	–	–	﹤0.01%	250
2023 Q4	$9K	Hold	300	–	–	﹤0.01%	256
2023 Q3	$9K	Hold	300	–	–	﹤0.01%	250
2023 Q2	$10K	Hold	300	–	–	﹤0.01%	247
2023 Q1	$10.2K	Hold	300	–	–	0.01%	245
2022 Q4	$10K	Hold	300	–	–	0.01%	221
2022 Q3	$9K	Hold	300	–	–	﹤0.01%	251
2022 Q2	$10K	Hold	300	–	–	0.01%	245
2022 Q1	$10K	Hold	300	–	–	﹤0.01%	264
2021 Q4	$10K	Hold	300	–	–	﹤0.01%	269
2021 Q3	$9K	Hold	300	–	–	﹤0.01%	287
2021 Q2	$10K	Hold	300	–	–	﹤0.01%	278
2021 Q1	$9K	Hold	300	–	–	﹤0.01%	279
2020 Q4	$9K	Hold	300	–	–	﹤0.01%	255
2020 Q3	$9K	Buy	+300	New	+$8.6K	﹤0.01%	240

Other funds holding RSPS

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

PWG

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

West Oak Capital's RSPS Position: Q4 2024 in Review

West Oak Capital sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q4 2024, closing a stake of 300 shares — an estimated $97 sold.

West Oak Capital first reported a position in RSPS in Q3 2020 and held it in 17 quarters. The position peaked at $10.2K in Q1 2023. 116 funds tracked by Wall St. Rank hold RSPS as of Q4 2024.

West Oak Capital reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q4 2024 after selling out during the quarter.
West Oak Capital sold 300 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q4 2024, an estimated $97.
West Oak Capital first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q3 2020 and held it in 17 quarters.
West Oak Capital's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $10.2K in Q1 2023.
116 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q4 2024.

Based on West Oak Capital's 13F filing for Q4 2024, filed 10 Jan 2025.