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

NewEdge 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	$518K	Buy	5,288 +5	+0.1%	+$519	﹤0.01%	2121
2026 Q1	$578K	Buy	5,283 +4,950	+1,486%	+$472K	﹤0.01%	1867
2025 Q4	$26.5K	Sell	333 -40	-11%	-$3.18K	﹤0.01%	3166
2025 Q3	$29.7K	Buy	373 +1	+0.3%	+$77	﹤0.01%	2995
2025 Q2	$27.7K	Buy	372 +1	+0.3%	+$73	﹤0.01%	2849
2025 Q1	$30.4K	Hold	371	–	–	﹤0.01%	2712
2024 Q4	$28.3K	Buy	371 +1	+0.3%	+$80	﹤0.01%	2702
2024 Q3	$28.4K	Buy	370 +1	+0.3%	+$79	﹤0.01%	2618
2024 Q2	$29.8K	Sell	369 -28	-7%	-$2.29K	﹤0.01%	2509
2024 Q1	$33K	Buy	397 +1	+0.3%	+$75	﹤0.01%	2447
2023 Q4	$29.2K	Sell	396 -96	-20%	-$7.18K	﹤0.01%	2425
2023 Q3	$37.7K	Sell	492 -20	-4%	-$1.51K	﹤0.01%	2184
2023 Q2	$35.1K	Sell	512 -244	-32%	-$16.5K	﹤0.01%	2211
2023 Q1	$51.7K	Sell	756 -24,402	-97%	-$1.73M	﹤0.01%	1978
2022 Q4	$7.86K	Buy	25,158 +501	+2%	+$36.7K	﹤0.01%	2446
2022 Q3	$1.5M	Buy	24,657 +124	+0.5%	+$8.01K	0.02%	507
2022 Q2	$1.51M	Buy	+24,533	New	+$1.72M	0.03%	518

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

NewEdge Advisors's RSPG Position: Q2 2026 in Review

NewEdge Advisors increased its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 0.09% in Q2 2026, buying an estimated $519 and bringing the position to 5,288 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #2121.

NewEdge Advisors first reported a position in RSPG in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.51M in Q2 2022. 154 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

NewEdge Advisors held 5,288 shares of Invesco S&P 500 Equal Weight Energy ETF worth $518K as of Q2 2026.
NewEdge Advisors bought 5 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $519.
Invesco S&P 500 Equal Weight Energy ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2121 holding.
NewEdge Advisors first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q2 2022 and has held it in 17 quarters since.
NewEdge Advisors's Invesco S&P 500 Equal Weight Energy ETF position peaked at $1.51M in Q2 2022.
154 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

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