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Epic Trust Investment Advisors’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Epic Trust Investment Advisors’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
Q3 		– Sell
-13,334
Closed -$820K – 107
2022
Q2 		$820K Buy
+13,334
New +$934K 1.55% 23

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
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 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

Epic Trust Investment Advisors's RSPG Position: Q3 2022 in Review

Epic Trust Investment Advisors sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q3 2022, closing a stake of 13,334 shares — an estimated $820K sold.

Epic Trust Investment Advisors first reported a position in RSPG in Q2 2022 and held it in 1 quarter. The position peaked at $820K in Q2 2022. 113 funds tracked by Wall St. Rank hold RSPG as of Q3 2022.

  • Epic Trust Investment Advisors reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q3 2022 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 13,334 Invesco S&P 500 Equal Weight Energy ETF shares in Q3 2022, an estimated $820K.
  • Epic Trust Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q2 2022 and held it in 1 quarter.
  • Epic Trust Investment Advisors's Invesco S&P 500 Equal Weight Energy ETF position peaked at $820K in Q2 2022.
  • 113 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q3 2022.

Based on Epic Trust Investment Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.