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Annis Gardner Whiting Capital Advisors’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-684
Closed -$74.9K – 1061
2026
Q1 		$74.9K Sell
684
-12
-2% -$1.14K 0.01% 503
2025
Q4 		$55.4K Buy
+696
New +$55.3K 0.01% 508

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 $14.2B AUM 18.33% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's RSPG Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q2 2026, closing a stake of 684 shares — an estimated $74.9K sold.

Annis Gardner Whiting Capital Advisors first reported a position in RSPG in Q4 2025 and held it in 2 quarters. The position peaked at $74.9K in Q1 2026. 155 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 684 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $74.9K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2025 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's Invesco S&P 500 Equal Weight Energy ETF position peaked at $74.9K in Q1 2026.
  • 155 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.