FA
RSPG icon

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

FDx 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
2018
Q3 		– Sell
-13,833
Closed -$863K – 940
2018
Q2 		$863K Buy
+13,833
New +$836K 0.03% 402
2017
Q1 		– Sell
-11,295
Closed -$723K – 1187
2016
Q4 		$723K Buy
+11,295
New +$691K 0.02% 629

Other funds holding RSPG

WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

FDx Advisors's RSPG Position: Q3 2018 in Review

FDx Advisors sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q3 2018, closing a stake of 13,833 shares — an estimated $863K sold.

FDx Advisors first reported a position in RSPG in Q4 2016 and held it in 2 quarters. The position peaked at $863K in Q2 2018. 58 funds tracked by Wall St. Rank hold RSPG as of Q3 2018.

  • FDx Advisors reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q3 2018 after selling out during the quarter.
  • FDx Advisors sold 13,833 Invesco S&P 500 Equal Weight Energy ETF shares in Q3 2018, an estimated $863K.
  • FDx Advisors first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2016 and held it in 2 quarters.
  • FDx Advisors's Invesco S&P 500 Equal Weight Energy ETF position peaked at $863K in Q2 2018.
  • 58 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q3 2018.

Based on FDx Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.