Baird Financial Group
RSPG icon

Baird Financial Group’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Baird Financial Group’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 		$2.78M Sell
28,414
-1,381
-5% -$143K ﹤0.01% 978
2026
Q1 		$3.26M Sell
29,795
-2,240
-7% -$213K 0.01% 880
2025
Q4 		$2.55M Buy
32,035
+187
+0.6% +$14.9K ﹤0.01% 968
2025
Q3 		$2.54M Buy
31,848
+402
+1% +$30.8K ﹤0.01% 969
2025
Q2 		$2.34M Buy
31,446
+85
+0.3% +$6.21K ﹤0.01% 964
2025
Q1 		$2.57M Sell
31,361
-3,250
-9% -$262K ﹤0.01% 892
2024
Q4 		$2.64M Buy
34,611
+17
+0% +$1.36K 0.01% 888
2024
Q3 		$2.65M Sell
34,594
-7,396
-18% -$582K 0.01% 871
2024
Q2 		$3.39M Sell
41,990
-1,144
-3% -$93.4K 0.01% 789
2024
Q1 		$3.58M Sell
43,134
-8,463
-16% -$633K 0.01% 774
2023
Q4 		$3.8M Buy
51,597
+1,032
+2% +$77.2K 0.01% 741
2023
Q3 		$3.88M Sell
50,565
-2,358
-4% -$178K 0.01% 695
2023
Q2 		$3.62M Buy
52,923
+157
+0.3% +$10.6K 0.01% 723
2023
Q1 		$3.61M Buy
52,766
+779
+1% +$55.3K 0.01% 693
2022
Q4 		$3.78M Buy
51,987
+8,074
+18% +$592K 0.01% 653
2022
Q3 		$2.68M Buy
43,913
+25,748
+142% +$1.66M 0.01% 741
2022
Q2 		$1.12M Sell
18,165
-2,037
-10% -$143K ﹤0.01% 1044
2022
Q1 		$1.36M Sell
20,202
-1,365
-6% -$81.6K ﹤0.01% 1023
2021
Q4 		$1.03M Buy
21,567
+5,283
+32% +$259K ﹤0.01% 1187
2021
Q3 		$735K Sell
16,284
-5,089
-24% -$210K ﹤0.01% 1323
2021
Q2 		$968K Buy
21,373
+3,432
+19% +$148K ﹤0.01% 1191
2021
Q1 		$722K Buy
+17,941
New +$684K ﹤0.01% 1249

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 $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

Baird Financial Group's RSPG Position: Q2 2026 in Review

Baird Financial Group reduced its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 4.6% in Q2 2026, selling an estimated $143K and leaving 28,414 shares worth $2.78M. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Baird Financial Group first reported a position in RSPG in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.88M in Q3 2023. 154 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

  • Baird Financial Group held 28,414 shares of Invesco S&P 500 Equal Weight Energy ETF worth $2.78M as of Q2 2026.
  • Baird Financial Group sold 1,381 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $143K.
  • Invesco S&P 500 Equal Weight Energy ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #978 holding.
  • Baird Financial Group first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2021 and has held it in 22 quarters since.
  • Baird Financial Group's Invesco S&P 500 Equal Weight Energy ETF position peaked at $3.88M in Q3 2023.
  • 154 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.