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

Concurrent Investment 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
Q2 		– Sell
-46,052
Closed -$5.04M – 2190
2026
Q1 		$5.04M Buy
+46,052
New +$4.39M 0.05% 354

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 $14.2B AUM 18.33% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Concurrent Investment Advisors's RSPG Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q2 2026, closing a stake of 46,052 shares — an estimated $5.04M sold.

Concurrent Investment Advisors first reported a position in RSPG in Q1 2026 and held it in 1 quarter. The position peaked at $5.04M in Q1 2026. 155 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

  • Concurrent Investment Advisors reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 46,052 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $5.04M.
  • Concurrent Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2026 and held it in 1 quarter.
  • Concurrent Investment Advisors's Invesco S&P 500 Equal Weight Energy ETF position peaked at $5.04M in Q1 2026.
  • 155 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.