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Journey Strategic Wealth’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Journey Strategic Wealth’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
2023
Q2 		– Sell
-7,000
Closed -$478K – 259
2023
Q1 		$478K Buy
+7,000
New +$497K 0.05% 108

Other funds holding RSPG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Journey Strategic Wealth's RSPG Position: Q2 2023 in Review

Journey Strategic Wealth sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q2 2023, closing a stake of 7,000 shares — an estimated $478K sold.

Journey Strategic Wealth first reported a position in RSPG in Q1 2023 and held it in 1 quarter. The position peaked at $478K in Q1 2023. 125 funds tracked by Wall St. Rank hold RSPG as of Q2 2023.

  • Journey Strategic Wealth reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q2 2023 after selling out during the quarter.
  • Journey Strategic Wealth sold 7,000 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2023, an estimated $478K.
  • Journey Strategic Wealth first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2023 and held it in 1 quarter.
  • Journey Strategic Wealth's Invesco S&P 500 Equal Weight Energy ETF position peaked at $478K in Q1 2023.
  • 125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2023.

Based on Journey Strategic Wealth's 13F filing for Q2 2023, filed 14 Aug 2023.