Envestnet Portfolio Solutions
RSPG icon

Envestnet Portfolio Solutions’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		– Sell
-3,331
Closed -$265K – 1469
2025
Q4 		$265K Buy
+3,331
New +$265K ﹤0.01% 1349
2025
Q2 		– Sell
-3,360
Closed -$275K – 1626
2025
Q1 		$275K Buy
+3,360
New +$271K ﹤0.01% 1335
2024
Q2 		– Sell
-2,451
Closed -$204K – 1686
2024
Q1 		$204K Sell
2,451
-342
-12% -$25.6K ﹤0.01% 1559
2023
Q4 		$206K Buy
+2,793
New +$209K ﹤0.01% 1488

Other funds holding RSPG

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

Envestnet Portfolio Solutions's RSPG Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q1 2026, closing a stake of 3,331 shares — an estimated $265K sold.

Envestnet Portfolio Solutions first reported a position in RSPG in Q4 2023 and held it in 4 quarters. The position peaked at $275K in Q1 2025. 163 funds tracked by Wall St. Rank hold RSPG as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 3,331 Invesco S&P 500 Equal Weight Energy ETF shares in Q1 2026, an estimated $265K.
  • Envestnet Portfolio Solutions first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2023 and held it in 4 quarters.
  • Envestnet Portfolio Solutions's Invesco S&P 500 Equal Weight Energy ETF position peaked at $275K in Q1 2025.
  • 163 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.