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MB, Levis & Associates’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

MB, Levis & Associates’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
-50
Closed -$3.42K – 288
2023
Q2 		$3.42K Buy
+50
New +$3.37K ﹤0.01% 230

Other funds holding RSPG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
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

MB, Levis & Associates's RSPG Position: Q3 2023 in Review

MB, Levis & Associates sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q3 2023, closing a stake of 50 shares — an estimated $3.42K sold.

MB, Levis & Associates first reported a position in RSPG in Q2 2023 and held it in 1 quarter. The position peaked at $3.42K in Q2 2023. 139 funds tracked by Wall St. Rank hold RSPG as of Q3 2023.

  • MB, Levis & Associates reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q3 2023 after selling out during the quarter.
  • MB, Levis & Associates sold 50 Invesco S&P 500 Equal Weight Energy ETF shares in Q3 2023, an estimated $3.42K.
  • MB, Levis & Associates first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q2 2023 and held it in 1 quarter.
  • MB, Levis & Associates's Invesco S&P 500 Equal Weight Energy ETF position peaked at $3.42K 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 MB, Levis & Associates's 13F filing for Q3 2023, filed 7 May 2025.