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Founders Financial Securities’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Founders Financial Securities’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
2021
Q2 		– Sell
-10,551
Closed -$425K – 312
2021
Q1 		$425K Buy
+10,551
New +$402K 0.1% 164

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCP
Blue Chip Partners Farmington Hills, Michigan $1.39B AUM 22.32% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Founders Financial Securities's RSPG Position: Q2 2021 in Review

Founders Financial Securities sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q2 2021, closing a stake of 10,551 shares — an estimated $425K sold.

Founders Financial Securities first reported a position in RSPG in Q1 2021 and held it in 1 quarter. The position peaked at $425K in Q1 2021. 64 funds tracked by Wall St. Rank hold RSPG as of Q2 2021.

  • Founders Financial Securities reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q2 2021 after selling out during the quarter.
  • Founders Financial Securities sold 10,551 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2021, an estimated $425K.
  • Founders Financial Securities first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2021 and held it in 1 quarter.
  • Founders Financial Securities's Invesco S&P 500 Equal Weight Energy ETF position peaked at $425K in Q1 2021.
  • 64 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2021.

Based on Founders Financial Securities's 13F filing for Q2 2021, filed 16 Aug 2021.