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

Larson Financial 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
2024 Q1	–	Sell	-4	Closed	-$295	–	1882
2023 Q4	$295	Hold	4	–	–	﹤0.01%	1626
2023 Q3	$307	Hold	4	–	–	﹤0.01%	1612
2023 Q2	$274	Hold	4	–	–	﹤0.01%	1485
2023 Q1	$273	Buy	+4	New	+$284	﹤0.01%	1454

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

Larson Financial Group's RSPG Position: Q1 2024 in Review

Larson Financial Group sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q1 2024, closing a stake of 4 shares — an estimated $295 sold.

Larson Financial Group first reported a position in RSPG in Q1 2023 and held it in 4 quarters. The position peaked at $307 in Q3 2023. 141 funds tracked by Wall St. Rank hold RSPG as of Q1 2024.

Larson Financial Group reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q1 2024 after selling out during the quarter.
Larson Financial Group sold 4 Invesco S&P 500 Equal Weight Energy ETF shares in Q1 2024, an estimated $295.
Larson Financial Group first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2023 and held it in 4 quarters.
Larson Financial Group's Invesco S&P 500 Equal Weight Energy ETF position peaked at $307 in Q3 2023.
141 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q1 2024.

Based on Larson Financial Group's 13F filing for Q1 2024, filed 3 May 2024.