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Creative Financial Designs’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Creative Financial Designs’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
-9
Closed -$999 – 2331
2026
Q1 		$999 Hold
9
– – ﹤0.01% 1898
2025
Q4 		$723 Hold
9
– – ﹤0.01% 1856
2025
Q3 		$718 Sell
9
-1,715
-99% -$132K ﹤0.01% 1875
2025
Q2 		$128K Buy
1,724
+10
+0.6% +$730 0.01% 606
2025
Q1 		$140K Buy
1,714
+10
+0.6% +$806 0.01% 533
2024
Q4 		$130K Buy
1,704
+9
+0.5% +$719 0.01% 542
2024
Q3 		$130K Buy
1,695
+1,156
+214% +$91K 0.01% 540
2024
Q2 		$43.5K Buy
539
+142
+36% +$11.6K ﹤0.01% 780
2024
Q1 		$33K Buy
397
+1
+0.3% +$75 ﹤0.01% 844
2023
Q4 		$29.2K Buy
396
+2
+0.5% +$150 ﹤0.01% 819
2023
Q3 		$30.2K Buy
394
+1
+0.3% +$75 ﹤0.01% 753
2023
Q2 		$26.9K Buy
393
+1
+0.3% +$67 ﹤0.01% 785
2023
Q1 		$26.8K Buy
392
+2
+0.5% +$142 ﹤0.01% 745
2022
Q4 		$28.3K Buy
390
+3
+0.8% +$220 ﹤0.01% 679
2022
Q3 		$24K Buy
387
+2
+0.5% +$129 ﹤0.01% 693
2022
Q2 		$24K Buy
385
+2
+0.5% +$140 ﹤0.01% 703
2022
Q1 		$26K Buy
383
+1
+0.3% +$60 ﹤0.01% 713
2021
Q4 		$18K Buy
+382
New +$18.7K ﹤0.01% 784

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

Creative Financial Designs's RSPG Position: Q2 2026 in Review

Creative Financial Designs sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q2 2026, closing a stake of 9 shares — an estimated $999 sold.

Creative Financial Designs first reported a position in RSPG in Q4 2021 and held it in 18 quarters. The position peaked at $140K in Q1 2025. 154 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

  • Creative Financial Designs reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Creative Financial Designs sold 9 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $999.
  • Creative Financial Designs first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2021 and held it in 18 quarters.
  • Creative Financial Designs's Invesco S&P 500 Equal Weight Energy ETF position peaked at $140K in Q1 2025.
  • 154 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.