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

Founders Financial Alliance’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	$66.4K	Buy	678 +4	+0.6%	+$415	0.01%	534
2026 Q1	$73.8K	Buy	674 +3	+0.4%	+$286	0.01%	482
2025 Q4	$53.4K	Buy	671 +4	+0.6%	+$318	0.01%	427
2025 Q3	$53.1K	Buy	667 +5	+0.8%	+$383	0.01%	493
2025 Q2	$49.3K	Buy	662 +4	+0.6%	+$292	0.01%	389
2025 Q1	$53.9K	Buy	658 +4	+0.6%	+$322	0.01%	436
2024 Q4	$49.9K	Buy	654 +4	+0.6%	+$319	0.01%	381
2024 Q3	$49.8K	Buy	650 +5	+0.8%	+$394	0.01%	388
2024 Q2	$52K	Buy	645 +3	+0.5%	+$245	0.02%	372
2024 Q1	$53.3K	Buy	642 +4	+0.6%	+$299	0.02%	375
2023 Q4	$47.1K	Buy	638 +5	+0.8%	+$374	0.02%	341
2023 Q3	$48.6K	Buy	633 +4	+0.6%	+$302	0.02%	324
2023 Q2	$43K	Sell	629 -11	-2%	-$742	0.02%	353
2023 Q1	$43.7K	Buy	640 +20	+3%	+$1.42K	0.02%	310
2022 Q4	$45K	Buy	620 +8	+1%	+$587	0.02%	333
2022 Q3	$37K	Buy	612 +6	+1%	+$388	0.02%	345
2022 Q2	$37K	Buy	606 +6	+1%	+$420	0.02%	363
2022 Q1	$40K	Buy	600 +3	+0.5%	+$179	0.02%	339
2021 Q4	$28K	Buy	597 +5	+0.8%	+$245	0.01%	389
2021 Q3	$27K	Buy	+592	New	+$24.5K	0.01%	365

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

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

Founders Financial Alliance's RSPG Position: Q2 2026 in Review

Founders Financial Alliance increased its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 0.59% in Q2 2026, buying an estimated $415 and bringing the position to 678 shares worth $66.4K. The position accounts for 0.01% of the portfolio, ranked #534.

Founders Financial Alliance first reported a position in RSPG in Q3 2021 and has held it in 20 quarters since. The position peaked at $73.8K in Q1 2026. 154 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

Founders Financial Alliance held 678 shares of Invesco S&P 500 Equal Weight Energy ETF worth $66.4K as of Q2 2026.
Founders Financial Alliance bought 4 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $415.
Invesco S&P 500 Equal Weight Energy ETF made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #534 holding.
Founders Financial Alliance first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q3 2021 and has held it in 20 quarters since.
Founders Financial Alliance's Invesco S&P 500 Equal Weight Energy ETF position peaked at $73.8K 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 Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.