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

Clearstead 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
Q1 		$3.29K Sell
30
-3,443
-99% -$328K ﹤0.01% 1799
2025
Q4 		$276K Buy
+3,473
New +$276K ﹤0.01% 841
2025
Q2 		– Sell
-4,130
Closed -$338K – 2857
2025
Q1 		$338K Buy
+4,130
New +$333K 0.01% 674
2024
Q3 		– Sell
-3,323
Closed -$268K – 2100
2024
Q2 		$268K Buy
+3,323
New +$271K ﹤0.01% 721

Other funds holding RSPG

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

Clearstead Advisors's RSPG Position: Q1 2026 in Review

Clearstead Advisors reduced its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 99% in Q1 2026, selling an estimated $328K and leaving 30 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1799.

Clearstead Advisors first reported a position in RSPG in Q2 2024 and has held it in 4 quarters since. The position peaked at $338K in Q1 2025. 163 funds tracked by Wall St. Rank hold RSPG as of Q1 2026.

  • Clearstead Advisors held 30 shares of Invesco S&P 500 Equal Weight Energy ETF worth $3.29K as of Q1 2026.
  • Clearstead Advisors sold 3,443 Invesco S&P 500 Equal Weight Energy ETF shares in Q1 2026, an estimated $328K.
  • Invesco S&P 500 Equal Weight Energy ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1799 holding.
  • Clearstead Advisors first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q2 2024 and has held it in 4 quarters since.
  • Clearstead Advisors's Invesco S&P 500 Equal Weight Energy ETF position peaked at $338K in Q1 2025.
  • 163 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.