Wealthspire Advisors (Maryland)’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Wealthspire Advisors (Maryland)’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
2017 Q3	–	Sell	-4,321	Closed	-$228K	–	2423
2017 Q2	$228K	Sell	4,321 -3,044	-41%	-$168K	0.03%	411
2017 Q1	$436K	Buy	+7,365	New	+$449K	0.06%	209
2016 Q3	–	Sell	-416	Closed	-$23K	–	1796
2016 Q2	$23K	Buy	+416	New	+$22.3K	﹤0.01%	958

Other funds holding RSPG

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

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

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

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

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

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

RJA

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

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s RSPG Position: Q3 2017 in Review

Wealthspire Advisors (Maryland) sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q3 2017, closing a stake of 4,321 shares — an estimated $228K sold.

Wealthspire Advisors (Maryland) first reported a position in RSPG in Q2 2016 and held it in 3 quarters. The position peaked at $436K in Q1 2017. 55 funds tracked by Wall St. Rank hold RSPG as of Q3 2017.

Wealthspire Advisors (Maryland) reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q3 2017 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 4,321 Invesco S&P 500 Equal Weight Energy ETF shares in Q3 2017, an estimated $228K.
Wealthspire Advisors (Maryland) first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q2 2016 and held it in 3 quarters.
Wealthspire Advisors (Maryland)'s Invesco S&P 500 Equal Weight Energy ETF position peaked at $436K in Q1 2017.
55 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q3 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2017, filed 8 Nov 2017.