FIM
RSPG icon

Freedom Investment Management’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Freedom Investment 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
2025
Q2 		– Sell
-2,521
Closed -$206K – 778
2025
Q1 		$206K Sell
2,521
-268
-10% -$21.6K 0.02% 704
2024
Q4 		$213K Sell
2,789
-285
-9% -$22.8K 0.02% 701
2024
Q3 		$236K Sell
3,074
-192
-6% -$15.1K 0.02% 669
2024
Q2 		$263K Sell
3,266
-755
-19% -$61.7K 0.02% 646
2024
Q1 		$334K Sell
4,021
-910
-18% -$68.1K 0.03% 565
2023
Q4 		$364K Sell
4,931
-475
-9% -$35.5K 0.03% 528
2023
Q3 		$415K Sell
5,406
-1,580
-23% -$119K 0.05% 413
2023
Q2 		$478K Sell
6,986
-10,312
-60% -$696K 0.05% 407
2023
Q1 		$1.18M Sell
17,298
-13,471
-44% -$956K 0.13% 201
2022
Q4 		$2.24M Sell
30,769
-4,321
-12% -$317K 0.25% 93
2022
Q3 		$2.14M Sell
35,090
-635
-2% -$41K 0.25% 96
2022
Q2 		$2.2M Sell
35,725
-2,931
-8% -$205K 0.23% 103
2022
Q1 		$2.6M Buy
38,656
+19,511
+102% +$1.17M 0.23% 100
2021
Q4 		$915K Buy
+19,145
New +$938K 0.07% 375
2018
Q3 		– Sell
-16,261
Closed -$1.01M – 961
2018
Q2 		$1.01M Buy
16,261
+58
+0.4% +$3.51K 0.06% 339
2018
Q1 		$882K Buy
16,203
+1,104
+7% +$62.7K 0.05% 412
2017
Q4 		$880K Buy
15,099
+1,016
+7% +$55.9K 0.05% 410
2017
Q3 		$775K Buy
14,083
+2,588
+23% +$135K 0.04% 432
2017
Q2 		$607K Buy
11,495
+1,787
+18% +$98.9K 0.03% 487
2017
Q1 		$574K Buy
9,708
+1,759
+22% +$107K 0.03% 500
2016
Q4 		$509K Buy
+7,949
New +$486K 0.03% 479

Other funds holding RSPG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $786B AUM 40.34% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Freedom Investment Management's RSPG Position: Q2 2025 in Review

Freedom Investment Management sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q2 2025, closing a stake of 2,521 shares — an estimated $206K sold.

Freedom Investment Management first reported a position in RSPG in Q4 2016 and held it in 21 quarters. The position peaked at $2.6M in Q1 2022. 125 funds tracked by Wall St. Rank hold RSPG as of Q2 2025.

  • Freedom Investment Management reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q2 2025 after selling out during the quarter.
  • Freedom Investment Management sold 2,521 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2025, an estimated $206K.
  • Freedom Investment Management first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2016 and held it in 21 quarters.
  • Freedom Investment Management's Invesco S&P 500 Equal Weight Energy ETF position peaked at $2.6M in Q1 2022.
  • 125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2025.

Based on Freedom Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.