Macroview Investment Management’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Macroview Investment Management’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 Q4	–	Sell	-252	Closed	-$19.3K	–	440
2024 Q3	$19.3K	Buy	252 +1	+0.4%	+$79	0.02%	177
2024 Q2	$20.3K	Sell	251 -19,488	-99%	-$1.59M	0.02%	174
2024 Q1	$1.64M	Sell	19,739 -14	-0.1%	-$1.05K	1.8%	18
2023 Q4	$1.46M	Sell	19,753 -820	-4%	-$61.3K	1.72%	19
2023 Q3	$1.58M	Sell	20,573 -423	-2%	-$31.9K	2.1%	15
2023 Q2	$1.44M	Sell	20,996 -138	-0.7%	-$9.31K	2.21%	15
2023 Q1	$1.44M	Buy	21,134 +19,164	+973%	+$1.36M	2.31%	15
2022 Q4	$143K	Buy	1,970 +10	+0.5%	+$733	0.25%	55
2022 Q3	$120K	Buy	1,960 +26	+1%	+$1.68K	0.22%	58
2022 Q2	$119K	Sell	1,934 -19,708	-91%	-$1.38M	0.19%	65
2022 Q1	$1.46M	Buy	+21,642	New	+$1.29M	2.08%	15

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

MATAURO New York $692M AUM 26.24% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Macroview Investment Management's RSPG Position: Q4 2024 in Review

Macroview Investment Management sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q4 2024, closing a stake of 252 shares — an estimated $19.3K sold.

Macroview Investment Management first reported a position in RSPG in Q1 2022 and held it in 11 quarters. The position peaked at $1.64M in Q1 2024. 135 funds tracked by Wall St. Rank hold RSPG as of Q4 2024.

Macroview Investment Management reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 252 Invesco S&P 500 Equal Weight Energy ETF shares in Q4 2024, an estimated $19.3K.
Macroview Investment Management first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2022 and held it in 11 quarters.
Macroview Investment Management's Invesco S&P 500 Equal Weight Energy ETF position peaked at $1.64M in Q1 2024.
135 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.