Simplicity Solutions’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Simplicity Solutions’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
2023 Q4	$479K	Buy	6,495 +477	+8%	+$35.7K	0.01%	677
2023 Q3	$462K	Buy	+6,018	New	+$454K	0.01%	623
2020 Q2	–	Sell	-27,048	Closed	-$541K	–	918
2020 Q1	$541K	Buy	+27,048	New	+$995K	0.02%	468

Other funds holding RSPG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Simplicity Solutions's RSPG Position: Q4 2023 in Review

Simplicity Solutions increased its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 7.9% in Q4 2023, buying an estimated $35.7K and bringing the position to 6,495 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #677.

Simplicity Solutions first reported a position in RSPG in Q1 2020 and has held it in 3 quarters since. The position peaked at $541K in Q1 2020. 146 funds tracked by Wall St. Rank hold RSPG as of Q4 2023.

Simplicity Solutions held 6,495 shares of Invesco S&P 500 Equal Weight Energy ETF worth $479K as of Q4 2023.
Simplicity Solutions bought 477 Invesco S&P 500 Equal Weight Energy ETF shares in Q4 2023, an estimated $35.7K.
Invesco S&P 500 Equal Weight Energy ETF made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #677 holding.
Simplicity Solutions first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2020 and has held it in 3 quarters since.
Simplicity Solutions's Invesco S&P 500 Equal Weight Energy ETF position peaked at $541K in Q1 2020.
146 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.