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HM Payson & Co’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

HM Payson & Co’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
-72
Closed -$5.31K – 1002
2023
Q4 		$5.31K Buy
+72
New +$5.39K ﹤0.01% 862

Other funds holding RSPG

Bank of America
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
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

HM Payson & Co's RSPG Position: Q1 2024 in Review

HM Payson & Co sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q1 2024, closing a stake of 72 shares — an estimated $5.31K sold.

HM Payson & Co first reported a position in RSPG in Q4 2023 and held it in 1 quarter. The position peaked at $5.31K in Q4 2023. 141 funds tracked by Wall St. Rank hold RSPG as of Q1 2024.

  • HM Payson & Co reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q1 2024 after selling out during the quarter.
  • HM Payson & Co sold 72 Invesco S&P 500 Equal Weight Energy ETF shares in Q1 2024, an estimated $5.31K.
  • HM Payson & Co first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2023 and held it in 1 quarter.
  • HM Payson & Co's Invesco S&P 500 Equal Weight Energy ETF position peaked at $5.31K in Q4 2023.
  • 141 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q1 2024.

Based on HM Payson & Co's 13F filing for Q1 2024, filed 20 Jun 2024.