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

Ethos Financial Group’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	$2.93M	Buy	29,921 +10,826	+57%	+$1.12M	0.2%	106
2026 Q1	$2.12M	Sell	19,095 -18,342	-49%	-$1.75M	0.15%	131
2025 Q4	$2.98M	Sell	37,437 -8,346	-18%	-$664K	0.22%	99
2025 Q3	$3.64M	Sell	45,783 -4,899	-10%	-$376K	0.29%	87
2025 Q2	$3.77M	Sell	50,682 -5,693	-10%	-$416K	0.32%	76
2025 Q1	$4.62M	Buy	56,375 +3,737	+7%	+$301K	0.44%	58
2024 Q4	$4.02M	Buy	+52,638	New	+$4.2M	0.52%	53

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

Ethos Financial Group's RSPG Position: Q2 2026 in Review

Ethos Financial Group increased its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 57% in Q2 2026, buying an estimated $1.12M and bringing the position to 29,921 shares worth $2.93M. The position accounts for 0.2% of the portfolio, ranked #106.

Ethos Financial Group first reported a position in RSPG in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.62M in Q1 2025. 154 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

Ethos Financial Group held 29,921 shares of Invesco S&P 500 Equal Weight Energy ETF worth $2.93M as of Q2 2026.
Ethos Financial Group bought 10,826 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $1.12M.
Invesco S&P 500 Equal Weight Energy ETF made up 0.2% of Ethos Financial Group's portfolio in Q2 2026, its #106 holding.
Ethos Financial Group first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2024 and has held it in 7 quarters since.
Ethos Financial Group's Invesco S&P 500 Equal Weight Energy ETF position peaked at $4.62M 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 Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.