Financial Gravity Asset Management’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Financial Gravity Asset Management’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	$438	Buy	+4	New	+$381	﹤0.01%	804
2025 Q1	$1.97K	Buy	+24	New	+$1.94K	﹤0.01%	822
2024 Q1	–	Sell	-24	Closed	-$1.75K	–	1299
2023 Q4	$1.75K	Buy	+24	New	+$1.79K	﹤0.01%	734
2021 Q3	$45K	Hold	28	–	–	0.02%	606
2021 Q2	$45K	Buy	+28	New	+$1.21K	0.02%	604
2019 Q4	$0	Sell	5 -8,848	-100%	-$393K	﹤0.01%	1654
2019 Q3	$393K	Sell	8,853 -2,614	-23%	-$118K	0.34%	64
2019 Q2	$557K	Sell	11,467 -3,218	-22%	-$158K	0.46%	59
2019 Q1	$755K	Buy	+14,685	New	+$725K	0.61%	39
2018 Q3	$55K	Sell	1,069 -20	-2%	-$1.23K	0.06%	291
2018 Q2	$67K	Sell	1,089 -128	-11%	-$7.74K	0.06%	262
2018 Q1	$73K	Buy	+1,217	New	+$69.1K	0.07%	237

Other funds holding RSPG

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Financial Gravity Asset Management's RSPG Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q1 2026: 4 shares worth $438. The stake represents ﹤0.01% of the portfolio and ranks #804 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in RSPG as recently as Q1 2025.

Financial Gravity Asset Management first reported a position in RSPG in Q1 2018 and has held it in 12 quarters since. The position peaked at $755K in Q1 2019. 163 funds tracked by Wall St. Rank hold RSPG as of Q1 2026.

Financial Gravity Asset Management held 4 shares of Invesco S&P 500 Equal Weight Energy ETF worth $438 as of Q1 2026.
Invesco S&P 500 Equal Weight Energy ETF was a new Financial Gravity Asset Management position in Q1 2026.
Invesco S&P 500 Equal Weight Energy ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #804 holding.
Financial Gravity Asset Management first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2018 and has held it in 12 quarters since.
Financial Gravity Asset Management's Invesco S&P 500 Equal Weight Energy ETF position peaked at $755K in Q1 2019.
163 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.