Householder Group Estate & Retirement Specialist’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q2	–	Sell	-553	Closed	-$45.9K	–	1313
2024 Q1	$45.9K	Hold	553	–	–	0.01%	488
2023 Q4	$40K	Hold	553	–	–	0.01%	502
2023 Q3	$42.4K	Buy	+553	New	+$41.7K	0.02%	480
2023 Q1	$38K	Buy	+553	New	+$39.3K	0.01%	494
2022 Q4	–	Sell	-553	Closed	-$33K	–	951
2022 Q3	$33K	Buy	+553	New	+$35.7K	0.01%	478

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

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

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

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

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

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

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's RSPG Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q2 2024, closing a stake of 553 shares — an estimated $45.9K sold.

Householder Group Estate & Retirement Specialist first reported a position in RSPG in Q3 2022 and held it in 5 quarters. The position peaked at $45.9K in Q1 2024. 136 funds tracked by Wall St. Rank hold RSPG as of Q2 2024.

Householder Group Estate & Retirement Specialist reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q2 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 553 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2024, an estimated $45.9K.
Householder Group Estate & Retirement Specialist first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q3 2022 and held it in 5 quarters.
Householder Group Estate & Retirement Specialist's Invesco S&P 500 Equal Weight Energy ETF position peaked at $45.9K in Q1 2024.
136 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.