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River Wealth Advisors’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

River Wealth Advisors’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
Q1 		– Sell
-294
Closed -$13K – 405
2018
Q4 		$13K Hold
294
– – 0.01% 392
2018
Q3 		$18K Hold
294
– – 0.01% 390
2018
Q2 		$18K Buy
+294
New +$17.8K 0.01% 376

Other funds holding RSPG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

River Wealth Advisors's RSPG Position: Q1 2019 in Review

River Wealth Advisors sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q1 2019, closing a stake of 294 shares — an estimated $13K sold.

River Wealth Advisors first reported a position in RSPG in Q2 2018 and held it in 3 quarters. The position peaked at $18K in Q3 2018. 66 funds tracked by Wall St. Rank hold RSPG as of Q1 2019.

  • River Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 294 Invesco S&P 500 Equal Weight Energy ETF shares in Q1 2019, an estimated $13K.
  • River Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Invesco S&P 500 Equal Weight Energy ETF position peaked at $18K in Q3 2018.
  • 66 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.