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CFS Investment Advisory Services’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

CFS Investment Advisory Services’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
2022
Q2 		– Sell
-27,681
Closed – – 469
2022
Q1 		$0 Buy
+27,681
New +$1.65M ﹤0.01% 525

Other funds holding RSPG

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

CFS Investment Advisory Services's RSPG Position: Q2 2022 in Review

CFS Investment Advisory Services sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q2 2022, closing a stake of 27,681 shares.

CFS Investment Advisory Services first reported a position in RSPG in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 125 funds tracked by Wall St. Rank hold RSPG as of Q2 2022.

  • CFS Investment Advisory Services reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q2 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 27,681 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2022.
  • CFS Investment Advisory Services first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2022 and held it in 1 quarter.
  • CFS Investment Advisory Services's Invesco S&P 500 Equal Weight Energy ETF position peaked at $0 in Q1 2022.
  • 125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2022.

Based on CFS Investment Advisory Services's 13F filing for Q2 2022, filed 16 Aug 2022.