Rehmann Capital Advisory Group’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Rehmann Capital Advisory Group’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
2019 Q3	–	Sell	-258	Closed	-$12.5K	–	2026
2019 Q2	$12.5K	Hold	258	–	–	﹤0.01%	1279
2019 Q1	$13.1K	Buy	+258	New	+$12.7K	﹤0.01%	1246
2018 Q4	–	Sell	-258	Closed	-$16K	–	2059
2018 Q3	$16K	Hold	258	–	–	﹤0.01%	1192
2018 Q2	$16.1K	Sell	258 -1,333	-84%	-$80.6K	﹤0.01%	1173
2018 Q1	$87K	Buy	+1,591	New	+$90.4K	0.01%	579
2016 Q4	–	Sell	-6,143	Closed	-$368K	–	397
2016 Q3	$368K	Sell	6,143 -454	-7%	-$25.9K	0.07%	218
2016 Q2	$370K	Sell	6,597 -590	-8%	-$31.6K	0.07%	219
2016 Q1	$348K	Buy	7,187 +1,165	+19%	+$51.5K	0.07%	220
2015 Q4	$284K	Buy	6,022 +170	+3%	+$8.92K	0.06%	241
2015 Q3	$290K	Buy	5,852 +1,332	+29%	+$74.9K	0.07%	231
2015 Q2	$290K	Buy	4,520 +113	+3%	+$7.79K	0.07%	234
2015 Q1	$291K	Buy	+4,407	New	+$291K	0.07%	242

Other funds holding RSPG

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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 $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

RJFSA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Rehmann Capital Advisory Group's RSPG Position: Q3 2019 in Review

Rehmann Capital Advisory Group sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q3 2019, closing a stake of 258 shares — an estimated $12.5K sold.

Rehmann Capital Advisory Group first reported a position in RSPG in Q1 2015 and held it in 12 quarters. The position peaked at $370K in Q2 2016. 53 funds tracked by Wall St. Rank hold RSPG as of Q3 2019.

Rehmann Capital Advisory Group reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q3 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 258 Invesco S&P 500 Equal Weight Energy ETF shares in Q3 2019, an estimated $12.5K.
Rehmann Capital Advisory Group first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2015 and held it in 12 quarters.
Rehmann Capital Advisory Group's Invesco S&P 500 Equal Weight Energy ETF position peaked at $370K in Q2 2016.
53 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.