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Atria Investments’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Atria Investments’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
Q2 		– Sell
-4,798
Closed -$393K – 2067
2025
Q1 		$393K Sell
4,798
-139
-3% -$11.2K 0.01% 1478
2024
Q4 		$377K Buy
4,937
+1,333
+37% +$106K ﹤0.01% 1464
2024
Q3 		$276K Buy
+3,604
New +$284K ﹤0.01% 1652

Other funds holding RSPG

Bank of America
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M
MATAURO New York $692M AUM 26.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atria Investments's RSPG Position: Q2 2025 in Review

Atria Investments sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q2 2025, closing a stake of 4,798 shares — an estimated $393K sold.

Atria Investments first reported a position in RSPG in Q3 2024 and held it in 3 quarters. The position peaked at $393K in Q1 2025. 125 funds tracked by Wall St. Rank hold RSPG as of Q2 2025.

  • Atria Investments reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Investments sold 4,798 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2025, an estimated $393K.
  • Atria Investments first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q3 2024 and held it in 3 quarters.
  • Atria Investments's Invesco S&P 500 Equal Weight Energy ETF position peaked at $393K in Q1 2025.
  • 125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.