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

B. Riley 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
2016
Q4 		– Sell
-6,177
Closed -$371K – 622
2016
Q3 		$371K Sell
6,177
-1,595
-21% -$90.9K 0.07% 339
2016
Q2 		$436K Buy
+7,772
New +$417K 0.09% 284
2016
Q1 		– Sell
-9,787
Closed -$461K – 599
2015
Q4 		$461K Sell
9,787
-949
-9% -$49.8K 0.09% 267
2015
Q3 		$532K Sell
10,736
-1,019
-9% -$57.3K 0.13% 222
2015
Q2 		$756K Sell
11,755
-349
-3% -$24.1K 0.19% 146
2015
Q1 		$798K Buy
12,104
+3,263
+37% +$215K 0.19% 141
2014
Q4 		$598 Buy
8,841
+2,276
+35% +$166K 0.01% 859
2014
Q3 		$535K Sell
6,565
-4,555
-41% -$403K 0.14% 193
2014
Q2 		$513K Buy
11,120
+5,530
+99% +$483K 0.12% 196
2014
Q1 		$459K Buy
5,590
+2,200
+65% +$175K 0.14% 167
2013
Q4 		$274K Buy
3,390
+440
+15% +$34.8K 0.09% 264
2013
Q3 		$224K Buy
+2,950
New +$221K 0.08% 301

Other funds holding RSPG

WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

B. Riley Wealth Advisors's RSPG Position: Q4 2016 in Review

B. Riley Wealth Advisors sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q4 2016, closing a stake of 6,177 shares — an estimated $371K sold.

B. Riley Wealth Advisors first reported a position in RSPG in Q3 2013 and held it in 12 quarters. The position peaked at $798K in Q1 2015. 62 funds tracked by Wall St. Rank hold RSPG as of Q4 2016.

  • B. Riley Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q4 2016 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,177 Invesco S&P 500 Equal Weight Energy ETF shares in Q4 2016, an estimated $371K.
  • B. Riley Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q3 2013 and held it in 12 quarters.
  • B. Riley Wealth Advisors's Invesco S&P 500 Equal Weight Energy ETF position peaked at $798K in Q1 2015.
  • 62 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q4 2016.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.