Parkside Financial Bank & Trust’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Parkside Financial Bank & Trust’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
2021 Q2	–	Sell	-33	Closed	-$1K	–	1790
2021 Q1	$1K	Hold	33	–	–	﹤0.01%	1632
2020 Q4	$1K	Hold	33	–	–	﹤0.01%	1550
2020 Q3	$1K	Hold	33	–	–	﹤0.01%	1413
2020 Q2	$1K	Hold	33	–	–	﹤0.01%	1373
2020 Q1	$1K	Hold	33	–	–	﹤0.01%	1320
2019 Q4	$2K	Hold	33	–	–	﹤0.01%	1231
2019 Q3	$1K	Hold	33	–	–	﹤0.01%	1434
2019 Q2	$2K	Hold	33	–	–	﹤0.01%	1218
2019 Q1	$2K	Hold	33	–	–	﹤0.01%	1201
2018 Q4	$1K	Sell	33 -43	-57%	-$2.27K	﹤0.01%	1300
2018 Q3	$5K	Buy	+76	New	+$4.68K	﹤0.01%	921

Other funds holding RSPG

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

BCP

Blue Chip Partners Farmington Hills, Michigan $1.39B AUM 22.32% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Parkside Financial Bank & Trust's RSPG Position: Q2 2021 in Review

Parkside Financial Bank & Trust sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q2 2021, closing a stake of 33 shares — an estimated $1K sold.

Parkside Financial Bank & Trust first reported a position in RSPG in Q3 2018 and held it in 11 quarters. The position peaked at $5K in Q3 2018. 64 funds tracked by Wall St. Rank hold RSPG as of Q2 2021.

Parkside Financial Bank & Trust reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q2 2021 after selling out during the quarter.
Parkside Financial Bank & Trust sold 33 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2021, an estimated $1K.
Parkside Financial Bank & Trust first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q3 2018 and held it in 11 quarters.
Parkside Financial Bank & Trust's Invesco S&P 500 Equal Weight Energy ETF position peaked at $5K in Q3 2018.
64 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2021.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2021, filed 6 Aug 2021.