Patriot Financial Group Insurance Agency’s Invesco ESG S&P 500 Equal Weight ETF RSPE Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio RSPE Stock Details RSPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-62	Closed	-$1K	–	1634
2022 Q2	$1K	Buy	+62	New	+$1.38K	﹤0.01%	1939

Other funds holding RSPE

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's RSPE Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Invesco ESG S&P 500 Equal Weight ETF (RSPE) in Q3 2022, closing a stake of 62 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in RSPE in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 5 funds tracked by Wall St. Rank hold RSPE as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Invesco ESG S&P 500 Equal Weight ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 62 Invesco ESG S&P 500 Equal Weight ETF shares in Q3 2022, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in Invesco ESG S&P 500 Equal Weight ETF in Q2 2022 and held it in 1 quarter.
Patriot Financial Group Insurance Agency's Invesco ESG S&P 500 Equal Weight ETF position peaked at $1K in Q2 2022.
5 funds tracked by Wall St. Rank held Invesco ESG S&P 500 Equal Weight ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.