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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
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

UBS Group
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M
MATAURO New York $692M AUM 26.24% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return