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

Innovative Asset Advisors Group’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 		$164K Buy
1,676
+126
+8% +$13.1K 0.07% 205
2026
Q1 		$170K Buy
+1,550
New +$148K 0.1% 152

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
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 $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
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

Innovative Asset Advisors Group's RSPG Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 8.1% in Q2 2026, buying an estimated $13.1K and bringing the position to 1,676 shares worth $164K. The position accounts for 0.07% of the portfolio, ranked #205.

Innovative Asset Advisors Group first reported a position in RSPG in Q1 2026 and has held it in 2 quarters since. The position peaked at $170K in Q1 2026. 149 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

  • Innovative Asset Advisors Group held 1,676 shares of Invesco S&P 500 Equal Weight Energy ETF worth $164K as of Q2 2026.
  • Innovative Asset Advisors Group bought 126 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $13.1K.
  • Invesco S&P 500 Equal Weight Energy ETF made up 0.07% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #205 holding.
  • Innovative Asset Advisors Group first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2026 and has held it in 2 quarters since.
  • Innovative Asset Advisors Group's Invesco S&P 500 Equal Weight Energy ETF position peaked at $170K in Q1 2026.
  • 149 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.