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 Q3	$1.79M	Buy	34,606 +150	+0.4%	+$8.34K	0.68%	38
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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

PFS

Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Yoder Wealth Management's RSPD Position: Q3 2026 in Review

Yoder Wealth Management increased its Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) stake by 0.44% in Q3 2026, buying an estimated $8.34K and bringing the position to 34,606 shares worth $1.79M. The position accounts for 0.68% of the portfolio, ranked #38.

Yoder Wealth Management first reported a position in RSPD in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.93M in Q2 2026. 13 funds tracked by Wall St. Rank hold RSPD as of Q3 2026.

Yoder Wealth Management held 34,606 shares of Invesco S&P 500 Equal Weight Consumer Discretionary ETF worth $1.79M as of Q3 2026.
Yoder Wealth Management bought 150 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q3 2026, an estimated $8.34K.
Invesco S&P 500 Equal Weight Consumer Discretionary ETF made up 0.68% of Yoder Wealth Management's portfolio in Q3 2026, its #38 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 15 quarters since.
Yoder Wealth Management's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $1.93M in Q2 2026.
13 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.