Fourth Dimension Wealth’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Fourth Dimension Wealth’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	$294	Hold	3	–	–	﹤0.01%	651
2026 Q1	$328	Hold	3	–	–	﹤0.01%	560
2025 Q4	$239	Hold	3	–	–	﹤0.01%	577
2025 Q3	$239	Hold	3	–	–	﹤0.01%	565
2025 Q2	$223	Hold	3	–	–	﹤0.01%	575
2025 Q1	$246	Hold	3	–	–	﹤0.01%	595
2024 Q4	$229	Buy	+3	New	+$240	﹤0.01%	601

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

Fourth Dimension Wealth's RSPG Position: Q2 2026 in Review

Fourth Dimension Wealth held its Invesco S&P 500 Equal Weight Energy ETF (RSPG) position steady in Q2 2026 at 3 shares worth $294. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Fourth Dimension Wealth first reported a position in RSPG in Q4 2024 and has held it in 7 quarters since. The position peaked at $328 in Q1 2026. 154 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

Fourth Dimension Wealth held 3 shares of Invesco S&P 500 Equal Weight Energy ETF worth $294 as of Q2 2026.
Fourth Dimension Wealth left its Invesco S&P 500 Equal Weight Energy ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight Energy ETF made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #651 holding.
Fourth Dimension Wealth first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2024 and has held it in 7 quarters since.
Fourth Dimension Wealth's Invesco S&P 500 Equal Weight Energy ETF position peaked at $328 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 Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.