Guardian Wealth Management (Illinois)’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Guardian Wealth Management (Illinois)’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
2024 Q1	–	Sell	-71	Closed	-$5.25K	–	257
2023 Q4	$5.25K	Hold	71	–	–	﹤0.01%	195
2023 Q3	$5.42K	Buy	71 +1	+1%	+$75	0.01%	180
2023 Q2	$4.81K	Hold	70	–	–	﹤0.01%	182
2023 Q1	$4.77K	Buy	70 +1	+1%	+$71	﹤0.01%	191
2022 Q4	$5.03K	Buy	69 +1	+1%	+$73	0.01%	198
2022 Q3	$4K	Buy	68 +1	+1%	+$65	﹤0.01%	196
2022 Q2	$4K	Sell	67 -420	-86%	-$29.4K	﹤0.01%	188
2022 Q1	$33K	Buy	487 +1	+0.2%	+$60	0.03%	136
2021 Q4	$23K	Buy	+486	New	+$23.8K	0.02%	145

Other funds holding RSPG

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s RSPG Position: Q1 2024 in Review

Guardian Wealth Management (Illinois) sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q1 2024, closing a stake of 71 shares — an estimated $5.25K sold.

Guardian Wealth Management (Illinois) first reported a position in RSPG in Q4 2021 and held it in 9 quarters. The position peaked at $33K in Q1 2022. 141 funds tracked by Wall St. Rank hold RSPG as of Q1 2024.

Guardian Wealth Management (Illinois) reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q1 2024 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 71 Invesco S&P 500 Equal Weight Energy ETF shares in Q1 2024, an estimated $5.25K.
Guardian Wealth Management (Illinois) first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2021 and held it in 9 quarters.
Guardian Wealth Management (Illinois)'s Invesco S&P 500 Equal Weight Energy ETF position peaked at $33K in Q1 2022.
141 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q1 2024.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q1 2024, filed 14 May 2024.