Independent Advisor Alliance’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Independent Advisor Alliance’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	–	Sell	-4,808	Closed	-$526K	–	1513
2026 Q1	$526K	Buy	+4,808	New	+$458K	0.01%	1094
2025 Q1	–	Sell	-3,892	Closed	-$297K	–	1257
2024 Q4	$297K	Buy	+3,892	New	+$311K	﹤0.01%	1147
2017 Q2	–	Sell	-3,548	Closed	-$209K	–	371
2017 Q1	$209K	Buy	+3,548	New	+$216K	0.03%	374

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

Independent Advisor Alliance's RSPG Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q2 2026, closing a stake of 4,808 shares — an estimated $526K sold.

Independent Advisor Alliance first reported a position in RSPG in Q1 2017 and held it in 3 quarters. The position peaked at $526K in Q1 2026. 154 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

Independent Advisor Alliance reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 4,808 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $526K.
Independent Advisor Alliance first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2017 and held it in 3 quarters.
Independent Advisor Alliance's Invesco S&P 500 Equal Weight Energy ETF position peaked at $526K in Q1 2026.
154 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.