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

Valeo 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
2021 Q2	–	Sell	-20	Closed	-$1K	–	1547
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	1929
2020 Q4	$1K	Buy	+20	New	+$539	﹤0.01%	1605
2020 Q3	–	Sell	-20	Closed	-$1K	–	2049
2020 Q2	$1K	Buy	+20	New	+$540	﹤0.01%	1948

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCP

Blue Chip Partners Farmington Hills, Michigan $1.39B AUM 22.32% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Valeo Financial Advisors's RSPG Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q2 2021, closing a stake of 20 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in RSPG in Q2 2020 and held it in 3 quarters. The position peaked at $1K in Q1 2021. 64 funds tracked by Wall St. Rank hold RSPG as of Q2 2021.

Valeo Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 20 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2021, an estimated $1K.
Valeo Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q2 2020 and held it in 3 quarters.
Valeo Financial Advisors's Invesco S&P 500 Equal Weight Energy ETF position peaked at $1K in Q1 2021.
64 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.