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

Tucker Asset 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
2024
Q3 		– Sell
-104
Closed -$8.39K – 1643
2024
Q2 		$8.39K Hold
104
– – ﹤0.01% 904
2024
Q1 		$8.64K Hold
104
– – ﹤0.01% 916
2023
Q4 		$7.67K Sell
104
-715
-87% -$53.5K ﹤0.01% 773
2023
Q3 		$62.8K Buy
+819
New +$61.8K 0.02% 281

Other funds holding RSPG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return

Tucker Asset Management's RSPG Position: Q3 2024 in Review

Tucker Asset Management sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q3 2024, closing a stake of 104 shares — an estimated $8.39K sold.

Tucker Asset Management first reported a position in RSPG in Q3 2023 and held it in 4 quarters. The position peaked at $62.8K in Q3 2023. 131 funds tracked by Wall St. Rank hold RSPG as of Q3 2024.

  • Tucker Asset Management reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q3 2024 after selling out during the quarter.
  • Tucker Asset Management sold 104 Invesco S&P 500 Equal Weight Energy ETF shares in Q3 2024, an estimated $8.39K.
  • Tucker Asset Management first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q3 2023 and held it in 4 quarters.
  • Tucker Asset Management's Invesco S&P 500 Equal Weight Energy ETF position peaked at $62.8K in Q3 2023.
  • 131 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q3 2024.

Based on Tucker Asset Management's 13F filing for Q3 2024, filed 3 Feb 2025.