Lindbrook Capital’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Lindbrook Capital’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 Q3	–	Sell	-189	Closed	-$12.9K	–	2803
2023 Q2	$12.9K	Hold	189	–	–	﹤0.01%	1321
2023 Q1	$12.9K	Buy	+189	New	+$13.4K	﹤0.01%	1290

Other funds holding RSPG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CFG

CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

MAC

Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return

Lindbrook Capital's RSPG Position: Q3 2023 in Review

Lindbrook Capital sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q3 2023, closing a stake of 189 shares — an estimated $12.9K sold.

Lindbrook Capital first reported a position in RSPG in Q1 2023 and held it in 2 quarters. The position peaked at $12.9K in Q2 2023. 139 funds tracked by Wall St. Rank hold RSPG as of Q3 2023.

Lindbrook Capital reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q3 2023 after selling out during the quarter.
Lindbrook Capital sold 189 Invesco S&P 500 Equal Weight Energy ETF shares in Q3 2023, an estimated $12.9K.
Lindbrook Capital first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2023 and held it in 2 quarters.
Lindbrook Capital's Invesco S&P 500 Equal Weight Energy ETF position peaked at $12.9K in Q2 2023.
139 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q3 2023.

Based on Lindbrook Capital's 13F filing for Q3 2023, filed 25 Oct 2023.