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

BigSur 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
2024
Q3 		– Sell
-7,248
Closed -$584K – 164
2024
Q2 		$584K Hold
7,248
– – 0.18% 103
2024
Q1 		$602K Buy
+7,248
New +$542K 0.19% 98

Other funds holding RSPG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return

BigSur Wealth Management's RSPG Position: Q3 2024 in Review

BigSur Wealth Management sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q3 2024, closing a stake of 7,248 shares — an estimated $584K sold.

BigSur Wealth Management first reported a position in RSPG in Q1 2024 and held it in 2 quarters. The position peaked at $602K in Q1 2024. 131 funds tracked by Wall St. Rank hold RSPG as of Q3 2024.

  • BigSur Wealth Management reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q3 2024 after selling out during the quarter.
  • BigSur Wealth Management sold 7,248 Invesco S&P 500 Equal Weight Energy ETF shares in Q3 2024, an estimated $584K.
  • BigSur Wealth Management first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2024 and held it in 2 quarters.
  • BigSur Wealth Management's Invesco S&P 500 Equal Weight Energy ETF position peaked at $602K in Q1 2024.
  • 131 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q3 2024.

Based on BigSur Wealth Management's 13F filing for Q3 2024, filed 16 Oct 2024.