Claraphi Advisory Network’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Claraphi Advisory Network’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 Q4	$1.16M	Buy	+15,932	New	+$1.17M	0.46%	71
2022 Q3	–	Sell	-11,834	Closed	-$728K	–	277
2022 Q2	$728K	Buy	11,834 +1,692	+17%	+$118K	0.26%	91
2022 Q1	$683K	Buy	+10,142	New	+$606K	0.2%	114

Other funds holding RSPG

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Claraphi Advisory Network's RSPG Position: Q4 2022 in Review

Claraphi Advisory Network opened a new position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q4 2022: 15,932 shares worth $1.16M. The stake represents 0.46% of the portfolio and ranks #71 among its holdings. This is a return to the name: Claraphi Advisory Network previously reported a position in RSPG as recently as Q2 2022.

Claraphi Advisory Network first reported a position in RSPG in Q1 2022 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold RSPG as of Q4 2022.

Claraphi Advisory Network held 15,932 shares of Invesco S&P 500 Equal Weight Energy ETF worth $1.16M as of Q4 2022.
Invesco S&P 500 Equal Weight Energy ETF was a new Claraphi Advisory Network position in Q4 2022.
Invesco S&P 500 Equal Weight Energy ETF made up 0.46% of Claraphi Advisory Network's portfolio in Q4 2022, its #71 holding.
Claraphi Advisory Network first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2022 and has held it in 3 quarters since.
127 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.