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

Harbor Investment Advisory’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 		$19.6K Hold
200
– – ﹤0.01% 950
2026
Q1 		$21.9K Hold
200
– – ﹤0.01% 775
2025
Q4 		$15.9K Hold
200
– – ﹤0.01% 859
2025
Q3 		$15.9K Sell
200
-50
-20% -$3.83K ﹤0.01% 827
2025
Q2 		$18.6K Hold
250
– – ﹤0.01% 791
2025
Q1 		$20.5K Hold
250
– – ﹤0.01% 766
2024
Q4 		$19.1K Hold
250
– – ﹤0.01% 757
2024
Q3 		$19.2K Sell
250
-200
-44% -$15.7K ﹤0.01% 751
2024
Q2 		$36.3K Hold
450
– – ﹤0.01% 641
2024
Q1 		$37.4K Hold
450
– – ﹤0.01% 638
2023
Q4 		$33.2K Hold
450
– – ﹤0.01% 638
2023
Q3 		$34.5K Hold
450
– – ﹤0.01% 599
2023
Q2 		$30.8K Buy
+450
New +$30.4K ﹤0.01% 817

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 $14.2B AUM 18.33% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Harbor Investment Advisory's RSPG Position: Q2 2026 in Review

Harbor Investment Advisory held its Invesco S&P 500 Equal Weight Energy ETF (RSPG) position steady in Q2 2026 at 200 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

Harbor Investment Advisory first reported a position in RSPG in Q2 2023 and has held it in 13 quarters since. The position peaked at $37.4K in Q1 2024. 155 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

  • Harbor Investment Advisory held 200 shares of Invesco S&P 500 Equal Weight Energy ETF worth $19.6K as of Q2 2026.
  • Harbor Investment Advisory 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 Harbor Investment Advisory's portfolio in Q2 2026, its #950 holding.
  • Harbor Investment Advisory first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q2 2023 and has held it in 13 quarters since.
  • Harbor Investment Advisory's Invesco S&P 500 Equal Weight Energy ETF position peaked at $37.4K in Q1 2024.
  • 155 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.