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Sigma Planning Corp’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Sigma Planning Corp’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
2016
Q2 		– Sell
-6,695
Closed -$324K – 753
2016
Q1 		$324K Buy
+6,695
New +$296K 0.04% 427

Other funds holding RSPG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sigma Planning Corp's RSPG Position: Q2 2016 in Review

Sigma Planning Corp sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q2 2016, closing a stake of 6,695 shares — an estimated $324K sold.

Sigma Planning Corp first reported a position in RSPG in Q1 2016 and held it in 1 quarter. The position peaked at $324K in Q1 2016. 52 funds tracked by Wall St. Rank hold RSPG as of Q2 2016.

  • Sigma Planning Corp reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q2 2016 after selling out during the quarter.
  • Sigma Planning Corp sold 6,695 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2016, an estimated $324K.
  • Sigma Planning Corp first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2016 and held it in 1 quarter.
  • Sigma Planning Corp's Invesco S&P 500 Equal Weight Energy ETF position peaked at $324K in Q1 2016.
  • 52 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2016.

Based on Sigma Planning Corp's 13F filing for Q2 2016, filed 22 Jul 2016.