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

Baystate 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
2023 Q4	$14K	Buy	+189	New	+$14.1K	﹤0.01%	650

Other funds holding RSPG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Baystate Wealth Management's RSPG Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q4 2023: 189 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #650 among its holdings.

146 funds tracked by Wall St. Rank hold RSPG as of Q4 2023.

Baystate Wealth Management held 189 shares of Invesco S&P 500 Equal Weight Energy ETF worth $14K as of Q4 2023.
Invesco S&P 500 Equal Weight Energy ETF was a new Baystate Wealth Management position in Q4 2023.
Invesco S&P 500 Equal Weight Energy ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #650 holding.
146 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.