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

Almanack Investment 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
2025 Q1	–	Sell	-52,638	Closed	-$4.02M	–	185
2024 Q4	$4.02M	Buy	52,638 +2,101	+4%	+$168K	0.62%	33
2024 Q3	$3.87M	Buy	50,537 +3,968	+9%	+$312K	0.61%	34
2024 Q2	$3.75M	Buy	46,569 +3,036	+7%	+$248K	0.63%	35
2024 Q1	$3.62M	Buy	43,533 +5,919	+16%	+$443K	0.62%	36
2023 Q4	$2.77M	Buy	37,614 +8,992	+31%	+$673K	0.51%	35
2023 Q3	$2.2M	Buy	28,622 +294	+1%	+$22.2K	0.43%	30
2023 Q2	$1.94M	Buy	28,328 +2,686	+10%	+$181K	0.34%	35
2023 Q1	$1.75M	Buy	25,642 +3,201	+14%	+$227K	0.35%	39
2022 Q4	$1.63M	Buy	+22,441	New	+$1.65M	0.35%	37
2017 Q3	–	Sell	-39,007	Closed	-$2.06M	–	182
2017 Q2	$2.06M	Buy	39,007 +24,734	+173%	+$1.37M	1.15%	26
2017 Q1	$845K	Buy	+14,273	New	+$871K	0.63%	35

Other funds holding RSPG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MATAURO New York $692M AUM 26.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Almanack Investment Partners's RSPG Position: Q1 2025 in Review

Almanack Investment Partners sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q1 2025, closing a stake of 52,638 shares — an estimated $4.02M sold.

Almanack Investment Partners first reported a position in RSPG in Q1 2017 and held it in 11 quarters. The position peaked at $4.02M in Q4 2024. 135 funds tracked by Wall St. Rank hold RSPG as of Q1 2025.

Almanack Investment Partners reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q1 2025 after selling out during the quarter.
Almanack Investment Partners sold 52,638 Invesco S&P 500 Equal Weight Energy ETF shares in Q1 2025, an estimated $4.02M.
Almanack Investment Partners first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2017 and held it in 11 quarters.
Almanack Investment Partners's Invesco S&P 500 Equal Weight Energy ETF position peaked at $4.02M in Q4 2024.
135 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q1 2025.

Based on Almanack Investment Partners's 13F filing for Q1 2025, filed 25 Apr 2025.