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

Aptus 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	$3.14M	Buy	32,074 +698	+2%	+$72.4K	0.02%	438
2026 Q1	$3.43M	Buy	31,376 +1,893	+6%	+$180K	0.03%	400
2025 Q4	$2.35M	Buy	29,483 +3,081	+12%	+$245K	0.02%	418
2025 Q3	$2.1M	Buy	26,402 +3,233	+14%	+$248K	0.02%	430
2025 Q2	$1.73M	Buy	+23,169	New	+$1.69M	0.01%	444
2025 Q1	–	Sell	-50	Closed	-$3.82K	–	1493
2024 Q4	$3.82K	Hold	50	–	–	﹤0.01%	1348
2024 Q3	$3.83K	Hold	50	–	–	﹤0.01%	1156
2024 Q2	$4.03K	Hold	50	–	–	﹤0.01%	1087
2024 Q1	$4.15K	Hold	50	–	–	﹤0.01%	1098
2023 Q4	$3.69K	Hold	50	–	–	﹤0.01%	845
2023 Q3	$3.84K	Hold	50	–	–	﹤0.01%	844
2023 Q2	$3.42K	Hold	50	–	–	﹤0.01%	745
2023 Q1	$3.42K	Sell	50 -3	-6%	-$213	﹤0.01%	744
2022 Q4	$3.85K	Sell	53 -50	-49%	-$3.67K	﹤0.01%	740
2022 Q3	$6K	Buy	103 +53	+106%	+$3.42K	﹤0.01%	698
2022 Q2	$3K	Hold	50	–	–	﹤0.01%	634
2022 Q1	$3K	Hold	50	–	–	﹤0.01%	655
2021 Q4	$2K	Buy	50 +10	+25%	+$490	﹤0.01%	538
2021 Q3	$2K	Sell	40 -86	-68%	-$3.56K	﹤0.01%	516
2021 Q2	$6K	Buy	126 +16	+15%	+$690	﹤0.01%	515
2021 Q1	$4K	Hold	110	–	–	﹤0.01%	488
2020 Q4	$3K	Hold	110	–	–	﹤0.01%	453
2020 Q3	$2K	Buy	+110	New	+$2.94K	﹤0.01%	456

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

Aptus Capital Advisors's RSPG Position: Q2 2026 in Review

Aptus Capital Advisors increased its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 2.2% in Q2 2026, buying an estimated $72.4K and bringing the position to 32,074 shares worth $3.14M. The position accounts for 0.02% of the portfolio, ranked #438.

Aptus Capital Advisors first reported a position in RSPG in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.43M in Q1 2026. 154 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

Aptus Capital Advisors held 32,074 shares of Invesco S&P 500 Equal Weight Energy ETF worth $3.14M as of Q2 2026.
Aptus Capital Advisors bought 698 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $72.4K.
Invesco S&P 500 Equal Weight Energy ETF made up 0.02% of Aptus Capital Advisors's portfolio in Q2 2026, its #438 holding.
Aptus Capital Advisors first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q3 2020 and has held it in 23 quarters since.
Aptus Capital Advisors's Invesco S&P 500 Equal Weight Energy ETF position peaked at $3.43M in Q1 2026.
154 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.