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

Titus 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
Q2 		$217K Sell
3,528
-149
-4% -$10.4K 0.11% 147
2022
Q1 		$248K Buy
+3,677
New +$220K 0.11% 140

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

Titus Wealth Management's RSPG Position: Q2 2022 in Review

Titus Wealth Management reduced its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 4.1% in Q2 2022, selling an estimated $10.4K and leaving 3,528 shares worth $217K. The position accounts for 0.11% of the portfolio, ranked #147.

Titus Wealth Management first reported a position in RSPG in Q1 2022 and has held it in 2 quarters since. The position peaked at $248K in Q1 2022. 125 funds tracked by Wall St. Rank hold RSPG as of Q2 2022.

  • Titus Wealth Management held 3,528 shares of Invesco S&P 500 Equal Weight Energy ETF worth $217K as of Q2 2022.
  • Titus Wealth Management sold 149 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2022, an estimated $10.4K.
  • Invesco S&P 500 Equal Weight Energy ETF made up 0.11% of Titus Wealth Management's portfolio in Q2 2022, its #147 holding.
  • Titus Wealth Management first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2022 and has held it in 2 quarters since.
  • Titus Wealth Management's Invesco S&P 500 Equal Weight Energy ETF position peaked at $248K 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 Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.