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Integrated Wealth Concepts’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Integrated Wealth Concepts’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 		$355K Buy
3,629
+4
+0.1% +$415 ﹤0.01% 1874
2026
Q1 		$397K Buy
+3,625
New +$345K ﹤0.01% 1689

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 $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

Integrated Wealth Concepts's RSPG Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 0.11% in Q2 2026, buying an estimated $415 and bringing the position to 3,629 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #1874.

Integrated Wealth Concepts first reported a position in RSPG in Q1 2026 and has held it in 2 quarters since. The position peaked at $397K in Q1 2026. 155 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

  • Integrated Wealth Concepts held 3,629 shares of Invesco S&P 500 Equal Weight Energy ETF worth $355K as of Q2 2026.
  • Integrated Wealth Concepts bought 4 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $415.
  • Invesco S&P 500 Equal Weight Energy ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1874 holding.
  • Integrated Wealth Concepts first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2026 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's Invesco S&P 500 Equal Weight Energy ETF position peaked at $397K 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 Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.