LA
RSPG icon

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

LM 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 		$300K Buy
3,066
+2,730
+813% +$283K 0.03% 191
2026
Q1 		$3.07K Buy
336
+92
+38% +$8.76K 0.05% 158
2025
Q4 		$3.07K Sell
244
-2,822
-92% -$224K 0.06% 152
2025
Q3 		$244K Hold
3,066
– – 0.04% 186
2025
Q2 		$228K Buy
+3,066
New +$224K 0.03% 176

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

LM Advisors's RSPG Position: Q2 2026 in Review

LM Advisors increased its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 813% in Q2 2026, buying an estimated $283K and bringing the position to 3,066 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #191.

LM Advisors first reported a position in RSPG in Q2 2025 and has held it in 5 quarters since. 154 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

  • LM Advisors held 3,066 shares of Invesco S&P 500 Equal Weight Energy ETF worth $300K as of Q2 2026.
  • LM Advisors bought 2,730 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $283K.
  • Invesco S&P 500 Equal Weight Energy ETF made up 0.03% of LM Advisors's portfolio in Q2 2026, its #191 holding.
  • LM Advisors first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q2 2025 and has held it in 5 quarters since.
  • 154 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.