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

Drive 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	-6,185	Closed	-$499K	–	351
2024 Q2	$499K	Buy	6,185 +20	+0.3%	+$1.63K	0.13%	134
2024 Q1	$512K	Buy	6,165 +14	+0.2%	+$1.05K	0.14%	126
2023 Q4	$453K	Hold	6,151	–	–	0.15%	131
2023 Q3	$472K	Hold	6,151	–	–	0.17%	118
2023 Q2	$421K	Hold	6,151	–	–	0.16%	130
2023 Q1	$420K	Buy	+6,151	New	+$437K	0.18%	138

Other funds holding RSPG

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

RBCM

Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return

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

Drive Wealth Management sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q3 2024, closing a stake of 6,185 shares — an estimated $499K sold.

Drive Wealth Management first reported a position in RSPG in Q1 2023 and held it in 6 quarters. The position peaked at $512K in Q1 2024. 131 funds tracked by Wall St. Rank hold RSPG as of Q3 2024.

Drive Wealth Management reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q3 2024 after selling out during the quarter.
Drive Wealth Management sold 6,185 Invesco S&P 500 Equal Weight Energy ETF shares in Q3 2024, an estimated $499K.
Drive Wealth Management first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2023 and held it in 6 quarters.
Drive Wealth Management's Invesco S&P 500 Equal Weight Energy ETF position peaked at $512K 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 Drive Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.