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WMG Financial Advisors’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

WMG Financial Advisors’s Portfolio RSPD Stock Details RSPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,073
Closed -$229K – 176
2022
Q1 		$229K Hold
5,073
– – 0.17% 147
2021
Q4 		$265K Buy
+5,073
New +$260K 0.21% 128

Other funds holding RSPD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

WMG Financial Advisors's RSPD Position: Q2 2022 in Review

WMG Financial Advisors sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q2 2022, closing a stake of 5,073 shares — an estimated $229K sold.

WMG Financial Advisors first reported a position in RSPD in Q4 2021 and held it in 2 quarters. The position peaked at $265K in Q4 2021. 73 funds tracked by Wall St. Rank hold RSPD as of Q2 2022.

  • WMG Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q2 2022 after selling out during the quarter.
  • WMG Financial Advisors sold 5,073 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q2 2022, an estimated $229K.
  • WMG Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2021 and held it in 2 quarters.
  • WMG Financial Advisors's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $265K in Q4 2021.
  • 73 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q2 2022.

Based on WMG Financial Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.