Yoder Wealth Management’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Yoder Wealth Management’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
2026 Q2	$1.93M	Buy	34,456 +1,457	+4%	+$80.1K	0.75%	39
2026 Q1	$1.77M	Buy	32,999 +1,621	+5%	+$93.1K	0.81%	39
2025 Q4	$1.79M	Sell	31,378 -1,701	-5%	-$95.9K	0.81%	40
2025 Q3	$1.91M	Buy	33,079 +628	+2%	+$35.7K	0.9%	36
2025 Q2	$1.73M	Buy	32,451 +2,347	+8%	+$118K	0.9%	37
2025 Q1	$1.5M	Sell	30,104 -1,226	-4%	-$65.2K	0.85%	38
2024 Q4	$1.67M	Buy	31,330 +1,320	+4%	+$70.6K	0.92%	36
2024 Q3	$1.56M	Buy	30,010 +1,053	+4%	+$51.2K	0.94%	32
2024 Q2	$1.39M	Sell	28,957 -588	-2%	-$28.3K	0.9%	33
2024 Q1	$1.35M	Sell	29,545 -823	-3%	-$39.6K	0.88%	33
2023 Q4	$1.38M	Sell	30,368 -517	-2%	-$22.1K	0.97%	30
2023 Q3	$1.4M	Buy	30,885 +1,077	+4%	+$48.6K	1.15%	27
2023 Q2	$1.37M	Sell	29,808 -612	-2%	-$26.3K	1.08%	27
2023 Q1	$1.3M	Buy	+30,420	New	+$1.3M	1.08%	29

Other funds holding RSPD

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Yoder Wealth Management's RSPD Position: Q2 2026 in Review

Yoder Wealth Management increased its Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) stake by 4.4% in Q2 2026, buying an estimated $80.1K and bringing the position to 34,456 shares worth $1.93M. The position accounts for 0.75% of the portfolio, ranked #39.

Yoder Wealth Management first reported a position in RSPD in Q1 2023 and has held it in 14 quarters since. 89 funds tracked by Wall St. Rank hold RSPD as of Q2 2026.

Yoder Wealth Management held 34,456 shares of Invesco S&P 500 Equal Weight Consumer Discretionary ETF worth $1.93M as of Q2 2026.
Yoder Wealth Management bought 1,457 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q2 2026, an estimated $80.1K.
Invesco S&P 500 Equal Weight Consumer Discretionary ETF made up 0.75% of Yoder Wealth Management's portfolio in Q2 2026, its #39 holding.
Yoder Wealth Management first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q1 2023 and has held it in 14 quarters since.
89 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.