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

Harbour 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
2026 Q2	$252K	Hold	2,571	–	–	0.13%	99
2026 Q1	$281K	Hold	2,571	–	–	0.15%	91
2025 Q4	$205K	Hold	2,571	–	–	0.11%	97
2025 Q3	$205K	Buy	+2,571	New	+$197K	0.09%	102
2025 Q2	–	Sell	-2,571	Closed	-$210K	–	97
2025 Q1	$210K	Buy	+2,571	New	+$207K	0.1%	93

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 $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

Harbour Investment Management's RSPG Position: Q2 2026 in Review

Harbour Investment Management held its Invesco S&P 500 Equal Weight Energy ETF (RSPG) position steady in Q2 2026 at 2,571 shares worth $252K. The position accounts for 0.13% of the portfolio, ranked #99.

Harbour Investment Management first reported a position in RSPG in Q1 2025 and has held it in 5 quarters since. The position peaked at $281K in Q1 2026. 155 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

Harbour Investment Management held 2,571 shares of Invesco S&P 500 Equal Weight Energy ETF worth $252K as of Q2 2026.
Harbour Investment Management 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 0.13% of Harbour Investment Management's portfolio in Q2 2026, its #99 holding.
Harbour Investment Management first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2025 and has held it in 5 quarters since.
Harbour Investment Management's Invesco S&P 500 Equal Weight Energy ETF position peaked at $281K in Q1 2026.
155 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on Harbour Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.