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

Evernest Financial Advisors’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
2025
Q2 		– Sell
-23,894
Closed -$1.96M – 178
2025
Q1 		$1.96M Buy
23,894
+3,494
+17% +$282K 0.7% 27
2024
Q4 		$1.56M Sell
20,400
-816
-4% -$65.2K 0.4% 40
2024
Q3 		$1.63M Sell
21,216
-1,578
-7% -$124K 0.44% 35
2024
Q2 		$1.84M Buy
22,794
+1,106
+5% +$90.3K 0.82% 20
2024
Q1 		$1.79M Sell
21,688
-7,254
-25% -$543K 0.85% 20
2023
Q4 		$2.13M Buy
+28,942
New +$2.16M 1.08% 21
2021
Q4 		$1.99M Buy
+27,727
New +$1.36M 1.03% 20

Other funds holding RSPG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evernest Financial Advisors's RSPG Position: Q2 2025 in Review

Evernest Financial Advisors sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q2 2025, closing a stake of 23,894 shares — an estimated $1.96M sold.

Evernest Financial Advisors first reported a position in RSPG in Q4 2021 and held it in 7 quarters. The position peaked at $2.13M in Q4 2023. 125 funds tracked by Wall St. Rank hold RSPG as of Q2 2025.

  • Evernest Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q2 2025 after selling out during the quarter.
  • Evernest Financial Advisors sold 23,894 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2025, an estimated $1.96M.
  • Evernest Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2021 and held it in 7 quarters.
  • Evernest Financial Advisors's Invesco S&P 500 Equal Weight Energy ETF position peaked at $2.13M in Q4 2023.
  • 125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2025.

Based on Evernest Financial Advisors's 13F filing for Q2 2025, filed 28 Jul 2025.