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

SFG Wealth 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
2022 Q3	–	Sell	-8,093	Closed	-$498K	–	89
2022 Q2	$498K	Buy	+8,093	New	+$567K	0.58%	40

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 $516M AUM 19.85% 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 $71.6B AUM 21.08% 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

SFG Wealth Management's RSPG Position: Q3 2022 in Review

SFG Wealth Management sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q3 2022, closing a stake of 8,093 shares — an estimated $498K sold.

SFG Wealth Management first reported a position in RSPG in Q2 2022 and held it in 1 quarter. The position peaked at $498K in Q2 2022. 113 funds tracked by Wall St. Rank hold RSPG as of Q3 2022.

SFG Wealth Management reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q3 2022 after selling out during the quarter.
SFG Wealth Management sold 8,093 Invesco S&P 500 Equal Weight Energy ETF shares in Q3 2022, an estimated $498K.
SFG Wealth Management first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q2 2022 and held it in 1 quarter.
SFG Wealth Management's Invesco S&P 500 Equal Weight Energy ETF position peaked at $498K in Q2 2022.
113 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q3 2022.

Based on SFG Wealth Management's 13F filing for Q3 2022, filed 12 Oct 2022.