IFP Advisors’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

IFP Advisors’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	$28K	Sell	286 -99	-26%	-$10.3K	﹤0.01%	2753
2026 Q1	$42.1K	Hold	385	–	–	﹤0.01%	2346
2025 Q4	$30.6K	Hold	385	–	–	﹤0.01%	2478
2025 Q3	$30.6K	Buy	385 +37	+11%	+$2.84K	﹤0.01%	2341
2025 Q2	$25.9K	Hold	348	–	–	﹤0.01%	2398
2025 Q1	$28.5K	Hold	348	–	–	﹤0.01%	2145
2024 Q4	$26.6K	Hold	348	–	–	﹤0.01%	2118
2024 Q3	$26.7K	Hold	348	–	–	﹤0.01%	2027
2024 Q2	$28.1K	Hold	348	–	–	﹤0.01%	1923
2024 Q1	$28.9K	Sell	348 -1	-0.3%	-$75	﹤0.01%	1808
2023 Q4	$25.7K	Sell	349 -443	-56%	-$33.1K	﹤0.01%	1813
2023 Q3	$60.7K	Sell	792 -93	-11%	-$7.02K	﹤0.01%	1476
2023 Q2	$60.6K	Sell	885 -83	-9%	-$5.6K	﹤0.01%	1530
2023 Q1	$60.3K	Sell	968 -9,152	-90%	-$650K	﹤0.01%	1485
2022 Q4	$675K	Sell	10,120 -4,694	-32%	-$344K	0.02%	768
2022 Q3	$972K	Buy	14,814 +298	+2%	+$19.3K	0.03%	644
2022 Q2	$951K	Hold	14,516	–	–	0.03%	599
2022 Q1	$951K	Buy	14,516 +14,491	+57,964%	+$866K	0.03%	599
2021 Q4	$1K	Hold	25	–	–	﹤0.01%	3105
2021 Q3	$1K	Hold	25	–	–	﹤0.01%	3116
2021 Q2	$1K	Hold	25	–	–	﹤0.01%	2938
2021 Q1	$1K	Hold	25	–	–	﹤0.01%	2871
2020 Q4	$1K	Hold	25	–	–	﹤0.01%	2810
2020 Q3	$1K	Hold	25	–	–	﹤0.01%	2699
2020 Q2	$1K	Hold	25	–	–	﹤0.01%	2597
2020 Q1	$1K	Sell	25 -25	-50%	-$920	﹤0.01%	2596
2019 Q4	$2K	Hold	50	–	–	﹤0.01%	2544
2019 Q3	$2K	Buy	+50	New	+$2.27K	﹤0.01%	2725
2018 Q4	–	Sell	-29	Closed	-$2K	–	3816
2018 Q3	$2K	Hold	29	–	–	﹤0.01%	3573
2018 Q2	$2K	Hold	29	–	–	﹤0.01%	3624
2018 Q1	$2K	Hold	29	–	–	﹤0.01%	3537
2017 Q4	$2K	Buy	+29	New	+$1.59K	﹤0.01%	3588

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

IFP Advisors's RSPG Position: Q2 2026 in Review

IFP Advisors reduced its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 26% in Q2 2026, selling an estimated $10.3K and leaving 286 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #2753.

IFP Advisors first reported a position in RSPG in Q4 2017 and has held it in 32 quarters since. The position peaked at $972K in Q3 2022. 154 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

IFP Advisors held 286 shares of Invesco S&P 500 Equal Weight Energy ETF worth $28K as of Q2 2026.
IFP Advisors sold 99 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $10.3K.
Invesco S&P 500 Equal Weight Energy ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2753 holding.
IFP Advisors first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2017 and has held it in 32 quarters since.
IFP Advisors's Invesco S&P 500 Equal Weight Energy ETF position peaked at $972K in Q3 2022.
154 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.