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Blue Chip Partners’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Blue Chip Partners’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
-2,711
Closed -$222K – 170
2025
Q1 		$222K Buy
2,711
+17
+0.6% +$1.37K 0.02% 151
2024
Q4 		$206K Buy
2,694
+16
+0.6% +$1.28K 0.02% 148
2024
Q3 		$205K Sell
2,678
-1,242
-32% -$97.8K 0.02% 141
2024
Q2 		$316K Buy
3,920
+1,276
+48% +$104K 0.03% 111
2024
Q1 		$220K Sell
2,644
-400
-13% -$29.9K 0.02% 127
2023
Q4 		$224K Buy
3,044
+26
+0.9% +$1.95K 0.02% 128
2023
Q3 		$232K Sell
3,018
-708
-19% -$53.4K 0.03% 129
2023
Q2 		$255K Buy
3,726
+22
+0.6% +$1.49K 0.03% 130
2023
Q1 		$253K Sell
3,704
-508
-12% -$36.1K 0.03% 124
2022
Q4 		$306K Buy
4,212
+50
+1% +$3.67K 0.04% 115
2022
Q3 		$254K Buy
4,162
+44
+1% +$2.84K 0.03% 113
2022
Q2 		$253K Sell
4,118
-42
-1% -$2.94K 0.03% 121
2022
Q1 		$280K Buy
4,160
+26
+0.6% +$1.55K 0.03% 125
2021
Q4 		$197K Buy
4,134
+33
+0.8% +$1.62K 0.02% 136
2021
Q3 		$185K Sell
4,101
-97,017
-96% -$4.01M 0.03% 136
2021
Q2 		$4.58M Buy
101,118
+4,098
+4% +$177K 0.65% 34
2021
Q1 		$3.91M Buy
+97,020
New +$3.7M 0.6% 36

Other funds holding RSPG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $786B AUM 40.34% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Blue Chip Partners's RSPG Position: Q2 2025 in Review

Blue Chip Partners sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q2 2025, closing a stake of 2,711 shares — an estimated $222K sold.

Blue Chip Partners first reported a position in RSPG in Q1 2021 and held it in 17 quarters. The position peaked at $4.58M in Q2 2021. 125 funds tracked by Wall St. Rank hold RSPG as of Q2 2025.

  • Blue Chip Partners reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q2 2025 after selling out during the quarter.
  • Blue Chip Partners sold 2,711 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2025, an estimated $222K.
  • Blue Chip Partners first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2021 and held it in 17 quarters.
  • Blue Chip Partners's Invesco S&P 500 Equal Weight Energy ETF position peaked at $4.58M in Q2 2021.
  • 125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2025.

Based on Blue Chip Partners's 13F filing for Q2 2025, filed 15 Aug 2025.