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

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-51	Closed	-$3K	–	1635
2022 Q2	$3K	Sell	51 -24	-32%	-$1.68K	﹤0.01%	1678
2022 Q1	$5K	Sell	75 -6	-7%	-$359	﹤0.01%	1631
2021 Q4	$4K	Hold	81	–	–	﹤0.01%	1805
2021 Q3	$4K	Buy	+81	New	+$3.35K	﹤0.01%	1791

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

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

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

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

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

Patriot Financial Group Insurance Agency sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q3 2022, closing a stake of 51 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in RSPG in Q3 2021 and held it in 4 quarters. The position peaked at $5K in Q1 2022. 113 funds tracked by Wall St. Rank hold RSPG as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 51 Invesco S&P 500 Equal Weight Energy ETF shares in Q3 2022, an estimated $3K.
Patriot Financial Group Insurance Agency first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q3 2021 and held it in 4 quarters.
Patriot Financial Group Insurance Agency's Invesco S&P 500 Equal Weight Energy ETF position peaked at $5K in Q1 2022.
113 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q3 2022.

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