AWM
RSPG icon

AE Wealth Management’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

AE Wealth Management’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
2026
Q2 		$113K Sell
1,151
-105
-8% -$10.9K ﹤0.01% 1881
2026
Q1 		$137K Sell
1,256
-37
-3% -$3.52K ﹤0.01% 1706
2025
Q4 		$103K Buy
1,293
+106
+9% +$8.43K ﹤0.01% 1693
2025
Q3 		$94.5K Sell
1,187
-227
-16% -$17.4K ﹤0.01% 1584
2025
Q2 		$105K Buy
1,414
+10
+0.7% +$730 ﹤0.01% 1471
2025
Q1 		$115K Sell
1,404
-59
-4% -$4.76K ﹤0.01% 1408
2024
Q4 		$112K Buy
+1,463
New +$117K ﹤0.01% 1403
2023
Q4 		– Sell
-5,222
Closed -$401K – 2165
2023
Q3 		$401K Buy
+5,222
New +$394K ﹤0.01% 1495
2023
Q2 		– Sell
-7,040
Closed -$481K – 2028
2023
Q1 		$481K Buy
+7,040
New +$500K ﹤0.01% 1370
2022
Q2 		– Sell
-112,155
Closed -$7.55M – 1818
2022
Q1 		$7.55M Buy
+112,155
New +$6.7M 0.05% 345
2020
Q2 		– Sell
-27,239
Closed -$545K – 1330
2020
Q1 		$545K Buy
+27,239
New +$1M 0.01% 652

Other funds holding RSPG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

AE Wealth Management's RSPG Position: Q2 2026 in Review

AE Wealth Management reduced its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 8.4% in Q2 2026, selling an estimated $10.9K and leaving 1,151 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1881.

AE Wealth Management first reported a position in RSPG in Q1 2020 and has held it in 11 quarters since. The position peaked at $7.55M in Q1 2022. 154 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

  • AE Wealth Management held 1,151 shares of Invesco S&P 500 Equal Weight Energy ETF worth $113K as of Q2 2026.
  • AE Wealth Management sold 105 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $10.9K.
  • Invesco S&P 500 Equal Weight Energy ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1881 holding.
  • AE Wealth Management first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2020 and has held it in 11 quarters since.
  • AE Wealth Management's Invesco S&P 500 Equal Weight Energy ETF position peaked at $7.55M in Q1 2022.
  • 154 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.