Courage Miller Partners’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $2.13M | Sell |
19,840
-632
| -3% | -$68.7K | 0.56% | 26 |
|
|
2026
Q2 | $2.01M | Sell |
20,472
-581
| -3% | -$60.3K | 0.53% | 29 |
|
|
2026
Q1 | $2.3M | Buy |
+21,053
| New | +$2.01M | 0.65% | 25 |
|
|
2024
Q2 | – | Sell |
-25,365
| Closed | -$2.11M | – | 83 |
|
|
2024
Q1 | $2.11M | Buy |
+25,365
| New | +$1.9M | 0.73% | 24 |
|
|
2022
Q1 | – | Sell |
-47,455
| Closed | -$2.27M | – | 82 |
|
|
2021
Q4 | $2.27M | Sell |
47,455
-396
| -0.8% | -$19.4K | 0.86% | 24 |
|
|
2021
Q3 | $2.16M | Sell |
47,851
-1,955
| -4% | -$80.8K | 0.87% | 25 |
|
|
2021
Q2 | $2.26M | Buy |
49,806
+56
| +0.1% | +$2.42K | 0.92% | 23 |
|
|
2021
Q1 | $2M | Buy |
49,750
+538
| +1% | +$20.5K | 0.87% | 26 |
|
|
2020
Q4 | $1.53M | Buy |
49,212
+5,217
| +12% | +$141K | 0.7% | 27 |
|
|
2020
Q3 | $1.23M | Hold |
43,995
| – | – | 0.66% | 27 |
|
|
2020
Q2 | $1.23M | Sell |
43,995
-489
| -1% | -$13.2K | 0.66% | 27 |
|
|
2020
Q1 | $890K | Buy |
44,484
+15,356
| +53% | +$565K | 0.55% | 31 |
|
|
2019
Q4 | $1.39M | Buy |
29,128
+1,051
| +4% | +$46.7K | 0.72% | 26 |
|
|
2019
Q3 | $1.25M | Buy |
28,077
+1,274
| +5% | +$57.7K | 0.69% | 29 |
|
|
2019
Q2 | $1.3M | Buy |
26,803
+735
| +3% | +$36.2K | 0.71% | 29 |
|
|
2019
Q1 | $1.32M | Buy |
26,068
+164
| +0.6% | +$8.1K | 0.75% | 34 |
|
|
2018
Q4 | $1.12M | Buy |
25,904
+2,905
| +13% | +$153K | 0.66% | 36 |
|
|
2018
Q3 | $1.43M | Sell |
22,999
-35
| -0.2% | -$2.16K | 0.82% | 29 |
|
|
2018
Q2 | $1.44M | Buy |
23,034
+213
| +0.9% | +$12.9K | 0.85% | 29 |
|
|
2018
Q1 | $1.24M | Buy |
22,821
+1,610
| +8% | +$91.5K | 0.75% | 34 |
|
|
2017
Q4 | $1.24M | Buy |
21,211
+529
| +3% | +$29.1K | 0.75% | 37 |
|
|
2017
Q3 | $1.14M | Buy |
20,682
+1,485
| +8% | +$77.3K | 0.71% | 39 |
|
|
2017
Q2 | $1.01M | Buy |
19,197
+1,670
| +10% | +$92.4K | 0.67% | 40 |
|
|
2017
Q1 | $1.04M | Buy |
17,527
+379
| +2% | +$23.1K | 0.72% | 40 |
|
|
2016
Q4 | $1.1M | Sell |
17,148
-330
| -2% | -$20.2K | 0.77% | 38 |
|
|
2016
Q3 | $1.05M | Buy |
17,478
+167
| +1% | +$9.5K | 0.72% | 39 |
|
|
2016
Q2 | $970K | Buy |
17,311
+41
| +0.2% | +$2.2K | 0.69% | 40 |
|
|
2016
Q1 | $836K | Buy |
17,270
+1,749
| +11% | +$77.4K | 0.59% | 42 |
|
|
2015
Q4 | $731K | Buy |
15,521
+2,299
| +17% | +$121K | 0.51% | 41 |
|
|
2015
Q3 | $655K | Buy |
13,222
+3,710
| +39% | +$209K | 0.49% | 43 |
|
|
2015
Q2 | $611K | Buy |
9,512
+744
| +8% | +$51.3K | 0.45% | 45 |
|
|
2015
Q1 | $578K | Buy |
8,768
+3,637
| +71% | +$240K | 0.43% | 45 |
|
|
2014
Q4 | $347K | Buy |
+5,131
| New | +$374K | 0.29% | 48 |
|
Other funds holding RSPG
JPLA
Courage Miller Partners's RSPG Position: Q3 2026 in Review
Courage Miller Partners reduced its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 3.1% in Q3 2026, selling an estimated $68.7K and leaving 19,840 shares worth $2.13M. The position accounts for 0.56% of the portfolio, ranked #26.
Courage Miller Partners first reported a position in RSPG in Q4 2014 and has held it in 33 quarters since. The position peaked at $2.3M in Q1 2026. 42 funds tracked by Wall St. Rank hold RSPG as of Q3 2026.
- Courage Miller Partners held 19,840 shares of Invesco S&P 500 Equal Weight Energy ETF worth $2.13M as of Q3 2026.
- Courage Miller Partners sold 632 Invesco S&P 500 Equal Weight Energy ETF shares in Q3 2026, an estimated $68.7K.
- Invesco S&P 500 Equal Weight Energy ETF made up 0.56% of Courage Miller Partners's portfolio in Q3 2026, its #26 holding.
- Courage Miller Partners first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2014 and has held it in 33 quarters since.
- Courage Miller Partners's Invesco S&P 500 Equal Weight Energy ETF position peaked at $2.3M in Q1 2026.
- 42 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q3 2026.
Based on Courage Miller Partners's 13F filing for Q3 2026, filed 21 Oct 2026.