AFS
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Access Financial Services’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Access Financial Services’s Portfolio RSPG Stock Details RSPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-12,998
Closed -$811K – 67
2018
Q2 		$811K Sell
12,998
-13,052
-50% -$789K 0.57% 43
2018
Q1 		$1.42M Buy
26,050
+125
+0.5% +$7.1K 1.04% 27
2017
Q4 		$1.51M Sell
25,925
-6,111
-19% -$336K 1.04% 31
2017
Q3 		$1.76M Sell
32,036
-4,670
-13% -$243K 1.35% 14
2017
Q2 		$1.94M Sell
36,706
-1,803
-5% -$99.8K 1.59% 12
2017
Q1 		$2.28M Sell
38,509
-2,771
-7% -$169K 1.92% 8
2016
Q4 		$2.64M Buy
+41,280
New +$2.53M 2.4% 5

Other funds holding RSPG

WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return