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 Q3	$56K	Buy	523 +1	+0.2%	+$109	﹤0.01%	994
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

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return

Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return

Tableaux Stockbridge, Massachusetts $245M AUM 18.28% 1-Year Est. Return

Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return

Somerset Trust Somerset, Pennsylvania $354M AUM 20.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

CX Institutional's RSPG Position: Q3 2026 in Review

CX Institutional increased its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 0.19% in Q3 2026, buying an estimated $109 and bringing the position to 523 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

CX Institutional first reported a position in RSPG in Q1 2025 and has held it in 7 quarters since. The position peaked at $830K in Q1 2025. 29 funds tracked by Wall St. Rank hold RSPG as of Q3 2026.

CX Institutional held 523 shares of Invesco S&P 500 Equal Weight Energy ETF worth $56K as of Q3 2026.
CX Institutional bought 1 Invesco S&P 500 Equal Weight Energy ETF share in Q3 2026, an estimated $109.
Invesco S&P 500 Equal Weight Energy ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #994 holding.
CX Institutional first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2025 and has held it in 7 quarters since.
CX Institutional's Invesco S&P 500 Equal Weight Energy ETF position peaked at $830K in Q1 2025.
29 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.