FAG
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Fortitude Advisory Group’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-200
Closed -$13K – 1048
2022
Q1 		$13K Hold
200
– – 0.01% 956
2021
Q4 		$10K Buy
+200
New +$9.8K 0.01% 1047

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Fortitude Advisory Group's RSPG Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q2 2022, closing a stake of 200 shares — an estimated $13K sold.

Fortitude Advisory Group first reported a position in RSPG in Q4 2021 and held it in 2 quarters. The position peaked at $13K in Q1 2022. 125 funds tracked by Wall St. Rank hold RSPG as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 200 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2022, an estimated $13K.
  • Fortitude Advisory Group first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Invesco S&P 500 Equal Weight Energy ETF position peaked at $13K in Q1 2022.
  • 125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.