U.S. Capital Wealth Advisors’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

U.S. Capital Wealth Advisors’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 Q1	–	Sell	-315	Closed	-$22.9K	–	1345
2022 Q4	$22.9K	Buy	+315	New	+$23.1K	﹤0.01%	1079

Other funds holding RSPG

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

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

U.S. Capital Wealth Advisors's RSPG Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q1 2023, closing a stake of 315 shares — an estimated $22.9K sold.

U.S. Capital Wealth Advisors first reported a position in RSPG in Q4 2022 and held it in 1 quarter. The position peaked at $22.9K in Q4 2022. 128 funds tracked by Wall St. Rank hold RSPG as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 315 Invesco S&P 500 Equal Weight Energy ETF shares in Q1 2023, an estimated $22.9K.
U.S. Capital Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Invesco S&P 500 Equal Weight Energy ETF position peaked at $22.9K in Q4 2022.
128 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.