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

Edge 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
2016 Q4	–	Sell	-25	Closed	-$1K	–	520
2016 Q3	$1K	Hold	25	–	–	﹤0.01%	456
2016 Q2	$1K	Buy	+25	New	+$1.34K	﹤0.01%	439

Other funds holding RSPG

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Edge Wealth Management's RSPG Position: Q4 2016 in Review

Edge Wealth Management sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q4 2016, closing a stake of 25 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in RSPG in Q2 2016 and held it in 2 quarters. The position peaked at $1K in Q3 2016. 62 funds tracked by Wall St. Rank hold RSPG as of Q4 2016.

Edge Wealth Management reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q4 2016 after selling out during the quarter.
Edge Wealth Management sold 25 Invesco S&P 500 Equal Weight Energy ETF shares in Q4 2016, an estimated $1K.
Edge Wealth Management first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q2 2016 and held it in 2 quarters.
Edge Wealth Management's Invesco S&P 500 Equal Weight Energy ETF position peaked at $1K in Q3 2016.
62 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q4 2016.

Based on Edge Wealth Management's 13F filing for Q4 2016, filed 24 Jan 2017.