UCFA
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United Capital Financial Advisors’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

United Capital Financial 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
2018
Q4 		– Sell
-26,418
Closed -$1.64M – 1357
2018
Q3 		$1.64M Buy
26,418
+750
+3% +$46.2K 0.01% 652
2018
Q2 		$1.6M Buy
25,668
+600
+2% +$36.3K 0.01% 642
2018
Q1 		$1.36M Buy
25,068
+3,289
+15% +$187K 0.01% 690
2017
Q4 		$1.27M Sell
21,779
-2,962
-12% -$163K 0.01% 724
2017
Q3 		$1.36M Sell
24,741
-3,289
-12% -$171K 0.01% 690
2017
Q2 		$1.48M Sell
28,030
-4,880
-15% -$270K 0.01% 651
2017
Q1 		$1.95M Sell
32,910
-8,990
-21% -$548K 0.02% 578
2016
Q4 		$2.68M Buy
+41,900
New +$2.56M 0.03% 501

Other funds holding RSPG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return