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

Farther Finance 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
2026 Q2	$7M	Buy	71,506 +278	+0.4%	+$28.8K	0.05%	308
2026 Q1	$7.55M	Sell	71,228 -7,646	-10%	-$728K	0.07%	246
2025 Q4	$6.28M	Sell	78,874 -633	-0.8%	-$50.3K	0.07%	259
2025 Q3	$6.33M	Buy	79,507 +59,139	+290%	+$4.54M	0.1%	181
2025 Q2	$1.52M	Buy	20,368 +936	+5%	+$68.3K	0.03%	451
2025 Q1	$1.6M	Buy	+19,432	New	+$1.57M	0.04%	355
2023 Q3	–	Sell	-438	Closed	-$30K	–	2681
2023 Q2	$30K	Buy	+438	New	+$29.6K	0.01%	863

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

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

AWS

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

Farther Finance Advisors's RSPG Position: Q2 2026 in Review

Farther Finance Advisors increased its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 0.39% in Q2 2026, buying an estimated $28.8K and bringing the position to 71,506 shares worth $7M. The position accounts for 0.05% of the portfolio, ranked #308.

Farther Finance Advisors first reported a position in RSPG in Q2 2023 and has held it in 7 quarters since. The position peaked at $7.55M in Q1 2026. 154 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

Farther Finance Advisors held 71,506 shares of Invesco S&P 500 Equal Weight Energy ETF worth $7M as of Q2 2026.
Farther Finance Advisors bought 278 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $28.8K.
Invesco S&P 500 Equal Weight Energy ETF made up 0.05% of Farther Finance Advisors's portfolio in Q2 2026, its #308 holding.
Farther Finance Advisors first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q2 2023 and has held it in 7 quarters since.
Farther Finance Advisors's Invesco S&P 500 Equal Weight Energy ETF position peaked at $7.55M in Q1 2026.
154 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.