GRP
RSPG icon

Global Retirement Partners’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Global Retirement Partners’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
Q4 		$33.8K Buy
425
+2
+0.5% +$159 ﹤0.01% 2592
2025
Q3 		$33.7K Buy
423
+1
+0.2% +$77 ﹤0.01% 2114
2025
Q2 		$31.4K Buy
+422
New +$30.8K ﹤0.01% 2039
2024
Q4 		$32.9K Buy
431
+2
+0.5% +$160 ﹤0.01% 1823
2024
Q3 		$32.9K Buy
429
+1
+0.2% +$79 ﹤0.01% 1752
2024
Q2 		$34.5K Buy
428
+2
+0.5% +$163 ﹤0.01% 1723
2024
Q1 		$35.4K Buy
426
+1
+0.2% +$75 ﹤0.01% 1558
2023
Q4 		$30K Sell
425
-98
-19% -$7.33K ﹤0.01% 1561
2023
Q3 		$37.8K Sell
523
-3
-0.6% -$226 ﹤0.01% 1396
2023
Q2 		$36K Buy
526
+2
+0.4% +$135 ﹤0.01% 1427
2023
Q1 		$34.1K Sell
524
-475
-48% -$33.7K ﹤0.01% 1404
2022
Q4 		$72.6K Buy
999
+6
+0.6% +$440 0.01% 938
2022
Q3 		$75K Sell
993
-499
-33% -$32.2K 0.01% 868
2022
Q2 		$92K Buy
1,492
+203
+16% +$14.2K 0.01% 775
2022
Q1 		$94K Buy
+1,289
New +$77K 0.01% 785
2020
Q3 		– Sell
-136
Closed -$4K – 1702
2020
Q2 		$4K Sell
136
-143
-51% -$3.86K ﹤0.01% 1348
2020
Q1 		$6K Buy
279
+2
+0.7% +$74 ﹤0.01% 1181
2019
Q4 		$13K Hold
277
– – ﹤0.01% 1099
2019
Q3 		$12K Buy
277
+133
+92% +$6.02K ﹤0.01% 1085
2019
Q2 		$7K Hold
144
– – ﹤0.01% 1210
2019
Q1 		$7K Hold
144
– – ﹤0.01% 1164
2018
Q4 		$6K Sell
144
-556
-79% -$29.3K ﹤0.01% 1124
2018
Q3 		$43K Hold
700
– – 0.01% 603
2018
Q2 		$44K Sell
700
-31
-4% -$1.87K 0.01% 568
2018
Q1 		$40K Buy
731
+65
+10% +$3.69K 0.01% 586
2017
Q4 		$39K Buy
666
+41
+7% +$2.26K 0.01% 564
2017
Q3 		$34K Buy
625
+144
+30% +$7.5K 0.01% 510
2017
Q2 		$25K Buy
+481
New +$26.6K 0.01% 556

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
M
MATAURO New York $692M AUM 26.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return
GIM
Guild Investment Management Los Angeles, California $140M AUM 28.67% 1-Year Est. Return

Global Retirement Partners's RSPG Position: Q4 2025 in Review

Global Retirement Partners increased its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 0.47% in Q4 2025, buying an estimated $159 and bringing the position to 425 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2592.

Global Retirement Partners first reported a position in RSPG in Q2 2017 and has held it in 28 quarters since. The position peaked at $94K in Q1 2022. 132 funds tracked by Wall St. Rank hold RSPG as of Q4 2025.

  • Global Retirement Partners held 425 shares of Invesco S&P 500 Equal Weight Energy ETF worth $33.8K as of Q4 2025.
  • Global Retirement Partners bought 2 Invesco S&P 500 Equal Weight Energy ETF shares in Q4 2025, an estimated $159.
  • Invesco S&P 500 Equal Weight Energy ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2592 holding.
  • Global Retirement Partners first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q2 2017 and has held it in 28 quarters since.
  • Global Retirement Partners's Invesco S&P 500 Equal Weight Energy ETF position peaked at $94K in Q1 2022.
  • 132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.