CX Institutional’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

CX Institutional’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	$51K	Hold	522	–	–	﹤0.01%	979
2026 Q1	$57K	Buy	522 +296	+131%	+$28.2K	﹤0.01%	954
2025 Q4	$18K	Sell	226 -14	-6%	-$1.11K	﹤0.01%	1118
2025 Q3	$19K	Buy	240 +14	+6%	+$1.07K	﹤0.01%	1110
2025 Q2	$17K	Sell	226 -9,916	-98%	-$724K	﹤0.01%	983
2025 Q1	$830K	Buy	+10,142	New	+$818K	0.03%	298

Other funds holding RSPG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 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

CX Institutional's RSPG Position: Q2 2026 in Review

CX Institutional held its Invesco S&P 500 Equal Weight Energy ETF (RSPG) position steady in Q2 2026 at 522 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

CX Institutional first reported a position in RSPG in Q1 2025 and has held it in 6 quarters since. The position peaked at $830K in Q1 2025. 154 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

CX Institutional held 522 shares of Invesco S&P 500 Equal Weight Energy ETF worth $51K as of Q2 2026.
CX Institutional 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 CX Institutional's portfolio in Q2 2026, its #979 holding.
CX Institutional first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2025 and has held it in 6 quarters since.
CX Institutional's Invesco S&P 500 Equal Weight Energy ETF position peaked at $830K 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 CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.