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Acorn Wealth Advisors’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Acorn Wealth Advisors’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
-1,703
Closed -$105K – 367
2018
Q2 		$105K Sell
1,703
-31
-2% -$1.87K 0.09% 177
2018
Q1 		$105K Buy
1,734
+220
+15% +$12.5K 0.09% 171
2017
Q4 		$92K Buy
+1,514
New +$83.3K 0.08% 181

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 $672B AUM 33.48% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Acorn Wealth Advisors's RSPG Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q3 2018, closing a stake of 1,703 shares — an estimated $105K sold.

Acorn Wealth Advisors first reported a position in RSPG in Q4 2017 and held it in 3 quarters. The position peaked at $105K in Q2 2018. 58 funds tracked by Wall St. Rank hold RSPG as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 1,703 Invesco S&P 500 Equal Weight Energy ETF shares in Q3 2018, an estimated $105K.
  • Acorn Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Invesco S&P 500 Equal Weight Energy ETF position peaked at $105K in Q2 2018.
  • 58 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.