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

Harbor 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
2021
Q2 		– Sell
-5,691
Closed -$218K – 53
2021
Q1 		$218K Buy
5,691
+18
+0.3% +$686 0.15% 49
2020
Q4 		$204K Buy
+5,673
New +$153K 0.15% 52

Other funds holding RSPG

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCP
Blue Chip Partners Farmington Hills, Michigan $1.58B AUM 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 $495B AUM 43.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Harbor Group's RSPG Position: Q2 2021 in Review

Harbor Group sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q2 2021, closing a stake of 5,691 shares — an estimated $218K sold.

Harbor Group first reported a position in RSPG in Q4 2020 and held it in 2 quarters. The position peaked at $218K in Q1 2021. 64 funds tracked by Wall St. Rank hold RSPG as of Q2 2021.

  • Harbor Group reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q2 2021 after selling out during the quarter.
  • Harbor Group sold 5,691 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2021, an estimated $218K.
  • Harbor Group first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2020 and held it in 2 quarters.
  • Harbor Group's Invesco S&P 500 Equal Weight Energy ETF position peaked at $218K 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 Harbor Group's 13F filing for Q2 2021, filed 26 Jul 2021.