LFS
RSPG icon

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

Legacy Financial Strategies’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
2018
Q3 		– Sell
-7,323
Closed -$457K – 75
2018
Q2 		$457K Buy
+7,323
New +$443K 0.41% 53

Other funds holding RSPG

WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Legacy Financial Strategies's RSPG Position: Q3 2018 in Review

Legacy Financial Strategies sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q3 2018, closing a stake of 7,323 shares — an estimated $457K sold.

Legacy Financial Strategies first reported a position in RSPG in Q2 2018 and held it in 1 quarter. The position peaked at $457K in Q2 2018. 58 funds tracked by Wall St. Rank hold RSPG as of Q3 2018.

  • Legacy Financial Strategies reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q3 2018 after selling out during the quarter.
  • Legacy Financial Strategies sold 7,323 Invesco S&P 500 Equal Weight Energy ETF shares in Q3 2018, an estimated $457K.
  • Legacy Financial Strategies first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q2 2018 and held it in 1 quarter.
  • Legacy Financial Strategies's Invesco S&P 500 Equal Weight Energy ETF position peaked at $457K in Q2 2018.
  • 58 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q3 2018.

Based on Legacy Financial Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.