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Finivi Inc’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Finivi Inc’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 		– Sell
-4,299
Closed -$471K – 115
2026
Q1 		$471K Buy
+4,299
New +$410K 0.26% 70

Other funds holding RSPG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
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

Finivi Inc's RSPG Position: Q2 2026 in Review

Finivi Inc sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q2 2026, closing a stake of 4,299 shares — an estimated $471K sold.

Finivi Inc first reported a position in RSPG in Q1 2026 and held it in 1 quarter. The position peaked at $471K in Q1 2026. 153 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

  • Finivi Inc reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Finivi Inc sold 4,299 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $471K.
  • Finivi Inc first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2026 and held it in 1 quarter.
  • Finivi Inc's Invesco S&P 500 Equal Weight Energy ETF position peaked at $471K in Q1 2026.
  • 153 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.