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

Modern Wealth Management’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	$21.6M	Buy	+220,963	New	+$22.9M	0.26%	96

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

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

AWS

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

GIM

Guild Investment Management Los Angeles, California $146M AUM 22.78% 1-Year Est. Return

Modern Wealth Management's RSPG Position: Q2 2026 in Review

Modern Wealth Management opened a new position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q2 2026: 220,963 shares worth $21.6M. The stake represents 0.26% of the portfolio and ranks #96 among its holdings.

149 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

Modern Wealth Management held 220,963 shares of Invesco S&P 500 Equal Weight Energy ETF worth $21.6M as of Q2 2026.
Invesco S&P 500 Equal Weight Energy ETF was a new Modern Wealth Management position in Q2 2026.
Invesco S&P 500 Equal Weight Energy ETF made up 0.26% of Modern Wealth Management's portfolio in Q2 2026, its #96 holding.
149 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.