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

Arkadios Wealth 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	$702K	Sell	7,169 -61	-0.8%	-$6.33K	0.01%	950
2026 Q1	$791K	Sell	7,230 -802	-10%	-$76.4K	0.01%	899
2025 Q4	$639K	Sell	8,032 -985	-11%	-$78.3K	0.01%	897
2025 Q3	$718K	Buy	9,017 +1,710	+23%	+$131K	0.02%	783
2025 Q2	$544K	Buy	+7,307	New	+$533K	0.02%	809
2021 Q4	–	Sell	-1,323	Closed	-$59K	–	1529
2021 Q3	$59K	Buy	1,323 +289	+28%	+$11.9K	0.01%	831
2021 Q2	$46K	Buy	1,034 +1,000	+2,941%	+$43.1K	0.01%	957
2021 Q1	$1K	Buy	+34	New	+$1.3K	﹤0.01%	1607

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

Arkadios Wealth Advisors's RSPG Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 0.84% in Q2 2026, selling an estimated $6.33K and leaving 7,169 shares worth $702K. The position accounts for 0.01% of the portfolio, ranked #950.

Arkadios Wealth Advisors first reported a position in RSPG in Q1 2021 and has held it in 8 quarters since. The position peaked at $791K in Q1 2026. 154 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

Arkadios Wealth Advisors held 7,169 shares of Invesco S&P 500 Equal Weight Energy ETF worth $702K as of Q2 2026.
Arkadios Wealth Advisors sold 61 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $6.33K.
Invesco S&P 500 Equal Weight Energy ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #950 holding.
Arkadios Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2021 and has held it in 8 quarters since.
Arkadios Wealth Advisors's Invesco S&P 500 Equal Weight Energy ETF position peaked at $791K 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 Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.