WealthShield Partners’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

WealthShield Partners’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	–	Sell	-49,403	Closed	-$3.33M	–	325
2022 Q1	$3.33M	Sell	49,403 -104,132	-68%	-$6.22M	0.53%	47
2021 Q4	$7.33M	Buy	+153,535	New	+$7.52M	1.22%	19

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

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

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

WealthShield Partners's RSPG Position: Q2 2022 in Review

WealthShield Partners sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q2 2022, closing a stake of 49,403 shares — an estimated $3.33M sold.

WealthShield Partners first reported a position in RSPG in Q4 2021 and held it in 2 quarters. The position peaked at $7.33M in Q4 2021. 125 funds tracked by Wall St. Rank hold RSPG as of Q2 2022.

WealthShield Partners reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q2 2022 after selling out during the quarter.
WealthShield Partners sold 49,403 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2022, an estimated $3.33M.
WealthShield Partners first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2021 and held it in 2 quarters.
WealthShield Partners's Invesco S&P 500 Equal Weight Energy ETF position peaked at $7.33M in Q4 2021.
125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2022.

Based on WealthShield Partners's 13F filing for Q2 2022, filed 11 Aug 2022.