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Prospera Financial Services’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Prospera Financial Services’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
Q2 		– Sell
-195
Closed -$13K – 2401
2022
Q1 		$13K Buy
+195
New +$11.7K ﹤0.01% 1928

Other funds holding RSPG

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Prospera Financial Services's RSPG Position: Q2 2022 in Review

Prospera Financial Services sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q2 2022, closing a stake of 195 shares — an estimated $13K sold.

Prospera Financial Services first reported a position in RSPG in Q1 2022 and held it in 1 quarter. The position peaked at $13K in Q1 2022. 125 funds tracked by Wall St. Rank hold RSPG as of Q2 2022.

  • Prospera Financial Services reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 195 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2022, an estimated $13K.
  • Prospera Financial Services first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's Invesco S&P 500 Equal Weight Energy ETF position peaked at $13K in Q1 2022.
  • 125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.