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

Kingswood Wealth 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
2025
Q4 		– Sell
-3,800
Closed -$303K – 906
2025
Q3 		$303K Hold
3,800
– – 0.02% 629
2025
Q2 		$283K Hold
3,800
– – 0.02% 591
2025
Q1 		$314K Sell
3,800
-3,800
-50% -$306K 0.03% 535
2024
Q4 		$580K Buy
7,600
+3,800
+100% +$303K 0.04% 400
2024
Q3 		$290K Hold
3,800
– – 0.02% 576
2024
Q2 		$306K Buy
+3,800
New +$310K 0.03% 511

Other funds holding RSPG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 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 $14.2B AUM 18.33% 1-Year Est. Return
GIM
Guild Investment Management Los Angeles, California $146M AUM 22.78% 1-Year Est. Return

Kingswood Wealth Advisors's RSPG Position: Q4 2025 in Review

Kingswood Wealth Advisors sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q4 2025, closing a stake of 3,800 shares — an estimated $303K sold.

Kingswood Wealth Advisors first reported a position in RSPG in Q2 2024 and held it in 6 quarters. The position peaked at $580K in Q4 2024. 132 funds tracked by Wall St. Rank hold RSPG as of Q4 2025.

  • Kingswood Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q4 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 3,800 Invesco S&P 500 Equal Weight Energy ETF shares in Q4 2025, an estimated $303K.
  • Kingswood Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q2 2024 and held it in 6 quarters.
  • Kingswood Wealth Advisors's Invesco S&P 500 Equal Weight Energy ETF position peaked at $580K in Q4 2024.
  • 132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q4 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.