CAI
RSPG icon

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

Capital Advisors Inc’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 		$300K Hold
3,060
– – ﹤0.01% 306
2026
Q1 		$335K Hold
3,060
– – 0.01% 283
2025
Q4 		$244K Buy
+3,060
New +$243K ﹤0.01% 301

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

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

Capital Advisors Inc held its Invesco S&P 500 Equal Weight Energy ETF (RSPG) position steady in Q2 2026 at 3,060 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Capital Advisors Inc first reported a position in RSPG in Q4 2025 and has held it in 3 quarters since. The position peaked at $335K in Q1 2026. 154 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

  • Capital Advisors Inc held 3,060 shares of Invesco S&P 500 Equal Weight Energy ETF worth $300K as of Q2 2026.
  • Capital Advisors Inc left its Invesco S&P 500 Equal Weight Energy ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Equal Weight Energy ETF made up ﹤0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #306 holding.
  • Capital Advisors Inc first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2025 and has held it in 3 quarters since.
  • Capital Advisors Inc's Invesco S&P 500 Equal Weight Energy ETF position peaked at $335K 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 Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.