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Punch & Associates Investment Management’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Punch & Associates Investment Management’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
2020
Q1 		– Sell
-42
Closed -$2K – 242
2019
Q4 		$2K Buy
+42
New +$1.87K ﹤0.01% 235

Other funds holding RSPG

CFG
CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return
HA
HC Advisors Sandy Springs, Georgia $149M AUM 17.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Punch & Associates Investment Management's RSPG Position: Q1 2020 in Review

Punch & Associates Investment Management sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q1 2020, closing a stake of 42 shares — an estimated $2K sold.

Punch & Associates Investment Management first reported a position in RSPG in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 43 funds tracked by Wall St. Rank hold RSPG as of Q1 2020.

  • Punch & Associates Investment Management reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q1 2020 after selling out during the quarter.
  • Punch & Associates Investment Management sold 42 Invesco S&P 500 Equal Weight Energy ETF shares in Q1 2020, an estimated $2K.
  • Punch & Associates Investment Management first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2019 and held it in 1 quarter.
  • Punch & Associates Investment Management's Invesco S&P 500 Equal Weight Energy ETF position peaked at $2K in Q4 2019.
  • 43 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q1 2020.

Based on Punch & Associates Investment Management's 13F filing for Q1 2020, filed 15 May 2020.