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

TCWP’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
Q2 		– Sell
-754
Closed -$50K – 1436
2022
Q1 		$50K Buy
+754
New +$45.1K 0.01% 478

Other funds holding RSPG

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

TCWP's RSPG Position: Q2 2022 in Review

TCWP sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q2 2022, closing a stake of 754 shares — an estimated $50K sold.

TCWP first reported a position in RSPG in Q1 2022 and held it in 1 quarter. The position peaked at $50K in Q1 2022. 125 funds tracked by Wall St. Rank hold RSPG as of Q2 2022.

  • TCWP reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 754 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2022, an estimated $50K.
  • TCWP first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2022 and held it in 1 quarter.
  • TCWP's Invesco S&P 500 Equal Weight Energy ETF position peaked at $50K in Q1 2022.
  • 125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.