EFS
RSPG icon

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

Essex Financial Services’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 		$295K Buy
3,012
+10
+0.3% +$1.04K 0.01% 658
2026
Q1 		$329K Sell
3,002
-71
-2% -$6.76K 0.02% 579
2025
Q4 		$245K Buy
3,073
+93
+3% +$7.39K 0.01% 678
2025
Q3 		$237K Sell
2,980
-36
-1% -$2.76K 0.01% 648
2025
Q2 		$225K Sell
3,016
-80
-3% -$5.84K 0.01% 629
2025
Q1 		$253K Sell
3,096
-307
-9% -$24.7K 0.02% 539
2024
Q4 		$260K Buy
3,403
+14
+0.4% +$1.12K 0.02% 523
2024
Q3 		$267K Buy
3,389
+30
+0.9% +$2.36K 0.02% 519
2024
Q2 		$263K Sell
3,359
-403
-11% -$32.9K 0.02% 518
2024
Q1 		$313K Buy
3,762
+221
+6% +$16.5K 0.03% 413
2023
Q4 		$261K Sell
3,541
-8
-0.2% -$598 0.03% 424
2023
Q3 		$272K Buy
3,549
+12
+0.3% +$905 0.03% 388
2023
Q2 		$242K Sell
3,537
-214
-6% -$14.4K 0.03% 408
2023
Q1 		$256K Buy
3,751
+40
+1% +$2.84K 0.03% 410
2022
Q4 		$269K Buy
3,711
+87
+2% +$6.38K 0.03% 382
2022
Q3 		$221K Buy
3,624
+156
+4% +$10.1K 0.03% 416
2022
Q2 		$213K Buy
+3,468
New +$243K 0.02% 444

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 $14.2B AUM 18.33% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Essex Financial Services's RSPG Position: Q2 2026 in Review

Essex Financial Services increased its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 0.33% in Q2 2026, buying an estimated $1.04K and bringing the position to 3,012 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #658.

Essex Financial Services first reported a position in RSPG in Q2 2022 and has held it in 17 quarters since. The position peaked at $329K in Q1 2026. 155 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

  • Essex Financial Services held 3,012 shares of Invesco S&P 500 Equal Weight Energy ETF worth $295K as of Q2 2026.
  • Essex Financial Services bought 10 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $1.04K.
  • Invesco S&P 500 Equal Weight Energy ETF made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #658 holding.
  • Essex Financial Services first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q2 2022 and has held it in 17 quarters since.
  • Essex Financial Services's Invesco S&P 500 Equal Weight Energy ETF position peaked at $329K in Q1 2026.
  • 155 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.