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Financial Partners Group (Kansas)’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Financial Partners Group (Kansas)’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
-4,281
Closed -$350K – 211
2025
Q1 		$350K Buy
4,281
+26
+0.6% +$2.1K 0.05% 133
2024
Q4 		$325K Sell
4,255
-67
-2% -$5.35K 0.05% 136
2024
Q3 		$331K Buy
4,322
+238
+6% +$18.7K 0.05% 136
2024
Q2 		$329K Buy
+4,084
New +$334K 0.05% 133

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 $692M AUM 26.24% 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

Financial Partners Group (Kansas)'s RSPG Position: Q2 2025 in Review

Financial Partners Group (Kansas) sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q2 2025, closing a stake of 4,281 shares — an estimated $350K sold.

Financial Partners Group (Kansas) first reported a position in RSPG in Q2 2024 and held it in 4 quarters. The position peaked at $350K in Q1 2025. 125 funds tracked by Wall St. Rank hold RSPG as of Q2 2025.

  • Financial Partners Group (Kansas) reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Partners Group (Kansas) sold 4,281 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2025, an estimated $350K.
  • Financial Partners Group (Kansas) first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q2 2024 and held it in 4 quarters.
  • Financial Partners Group (Kansas)'s Invesco S&P 500 Equal Weight Energy ETF position peaked at $350K in Q1 2025.
  • 125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2025.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2025, filed 15 Jul 2025.