McKinley Carter Wealth Services’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

McKinley Carter Wealth Services’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	$558K	Sell	5,694 -167	-3%	-$17.3K	0.03%	226
2026 Q1	$642K	Sell	5,861 -181	-3%	-$17.2K	0.04%	199
2025 Q4	$481K	Sell	6,042 -1,725	-22%	-$137K	0.03%	226
2025 Q3	$618K	Sell	7,767 -47	-0.6%	-$3.6K	0.03%	199
2025 Q2	$582K	Buy	+7,814	New	+$570K	0.03%	199
2018 Q2	–	Sell	-850	Closed	-$46K	–	336
2018 Q1	$46K	Buy	+850	New	+$48.3K	0.02%	267

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

McKinley Carter Wealth Services's RSPG Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 2.8% in Q2 2026, selling an estimated $17.3K and leaving 5,694 shares worth $558K. The position accounts for 0.03% of the portfolio, ranked #226.

McKinley Carter Wealth Services first reported a position in RSPG in Q1 2018 and has held it in 6 quarters since. The position peaked at $642K in Q1 2026. 154 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

McKinley Carter Wealth Services held 5,694 shares of Invesco S&P 500 Equal Weight Energy ETF worth $558K as of Q2 2026.
McKinley Carter Wealth Services sold 167 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $17.3K.
Invesco S&P 500 Equal Weight Energy ETF made up 0.03% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #226 holding.
McKinley Carter Wealth Services first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2018 and has held it in 6 quarters since.
McKinley Carter Wealth Services's Invesco S&P 500 Equal Weight Energy ETF position peaked at $642K 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 McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.