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

Atticus Wealth Management’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
2020
Q1 		– Sell
-64
Closed -$3K – 400
2019
Q4 		$3K Buy
+64
New +$2.84K ﹤0.01% 271

Other funds holding RSPG

CFG
CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return
HA
HC Advisors Sandy Springs, Georgia $149M AUM 17.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atticus Wealth Management's RSPG Position: Q1 2020 in Review

Atticus Wealth Management sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q1 2020, closing a stake of 64 shares — an estimated $3K sold.

Atticus Wealth Management first reported a position in RSPG in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 43 funds tracked by Wall St. Rank hold RSPG as of Q1 2020.

  • Atticus Wealth Management reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q1 2020 after selling out during the quarter.
  • Atticus Wealth Management sold 64 Invesco S&P 500 Equal Weight Energy ETF shares in Q1 2020, an estimated $3K.
  • Atticus Wealth Management first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2019 and held it in 1 quarter.
  • Atticus Wealth Management's Invesco S&P 500 Equal Weight Energy ETF position peaked at $3K in Q4 2019.
  • 43 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q1 2020.

Based on Atticus Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.