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

Avitas 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	-4,322	Closed	-$207K	–	165
2019 Q4	$207K	Buy	+4,322	New	+$192K	0.05%	166
2019 Q3	–	Sell	-4,482	Closed	-$218K	–	184
2019 Q2	$218K	Buy	4,482 +93	+2%	+$4.57K	0.06%	163
2019 Q1	$222K	Buy	+4,389	New	+$217K	0.06%	158

Other funds holding RSPG

CFG

CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return

HC Advisors Sandy Springs, Georgia $149M AUM 17.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Avitas Wealth Management sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q1 2020, closing a stake of 4,322 shares — an estimated $207K sold.

Avitas Wealth Management first reported a position in RSPG in Q1 2019 and held it in 3 quarters. The position peaked at $222K in Q1 2019. 43 funds tracked by Wall St. Rank hold RSPG as of Q1 2020.

Avitas Wealth Management reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q1 2020 after selling out during the quarter.
Avitas Wealth Management sold 4,322 Invesco S&P 500 Equal Weight Energy ETF shares in Q1 2020, an estimated $207K.
Avitas Wealth Management first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2019 and held it in 3 quarters.
Avitas Wealth Management's Invesco S&P 500 Equal Weight Energy ETF position peaked at $222K in Q1 2019.
43 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q1 2020.

Based on Avitas Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.