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McAdam LLC’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

McAdam LLC’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
Q4 		– Sell
-95
Closed -$6K – 483
2018
Q3 		$6K Hold
95
– – ﹤0.01% 394
2018
Q2 		$6K Hold
95
– – ﹤0.01% 386
2018
Q1 		$5K Buy
+95
New +$5.4K ﹤0.01% 413

Other funds holding RSPG

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

McAdam LLC's RSPG Position: Q4 2018 in Review

McAdam LLC sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q4 2018, closing a stake of 95 shares — an estimated $6K sold.

McAdam LLC first reported a position in RSPG in Q1 2018 and held it in 3 quarters. The position peaked at $6K in Q3 2018. 71 funds tracked by Wall St. Rank hold RSPG as of Q4 2018.

  • McAdam LLC reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q4 2018 after selling out during the quarter.
  • McAdam LLC sold 95 Invesco S&P 500 Equal Weight Energy ETF shares in Q4 2018, an estimated $6K.
  • McAdam LLC first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2018 and held it in 3 quarters.
  • McAdam LLC's Invesco S&P 500 Equal Weight Energy ETF position peaked at $6K in Q3 2018.
  • 71 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.