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

BKM 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
Q1 		– Sell
-2,080
Closed -$153K – 479
2023
Q4 		$153K Buy
+2,080
New +$156K 0.07% 170

Other funds holding RSPG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BKM Wealth Management's RSPG Position: Q1 2024 in Review

BKM Wealth Management sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q1 2024, closing a stake of 2,080 shares — an estimated $153K sold.

BKM Wealth Management first reported a position in RSPG in Q4 2023 and held it in 1 quarter. The position peaked at $153K in Q4 2023. 141 funds tracked by Wall St. Rank hold RSPG as of Q1 2024.

  • BKM Wealth Management reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 2,080 Invesco S&P 500 Equal Weight Energy ETF shares in Q1 2024, an estimated $153K.
  • BKM Wealth Management first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Invesco S&P 500 Equal Weight Energy ETF position peaked at $153K in Q4 2023.
  • 141 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.