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

Allied Private Wealth’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	$369K	Buy	+3,621	New	+$376K	0.24%	79

Other funds holding RSPG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 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

Allied Private Wealth's RSPG Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q2 2026: 3,621 shares worth $369K. The stake represents 0.24% of the portfolio and ranks #79 among its holdings.

154 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

Allied Private Wealth held 3,621 shares of Invesco S&P 500 Equal Weight Energy ETF worth $369K as of Q2 2026.
Invesco S&P 500 Equal Weight Energy ETF was a new Allied Private Wealth position in Q2 2026.
Invesco S&P 500 Equal Weight Energy ETF made up 0.24% of Allied Private Wealth's portfolio in Q2 2026, its #79 holding.
154 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.