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

&Partners’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	$322K	Sell	3,292 -582	-15%	-$60.4K	﹤0.01%	2099
2026 Q1	$424K	Sell	3,874 -302	-7%	-$28.8K	﹤0.01%	1788
2025 Q4	$327K	Sell	4,176 -2,442	-37%	-$194K	﹤0.01%	1865
2025 Q3	$527K	Sell	6,618 -179	-3%	-$13.7K	﹤0.01%	1414
2025 Q2	$506K	Buy	6,797 +547	+9%	+$39.9K	﹤0.01%	1352
2025 Q1	$506K	Sell	6,250 -2,688	-30%	-$217K	0.01%	1126
2024 Q4	$700K	Sell	8,938 -1,857	-17%	-$148K	0.01%	914
2024 Q3	$827K	Sell	10,795 -2,370	-18%	-$187K	0.02%	645
2024 Q2	$1.06M	Buy	13,165 +6,159	+88%	+$503K	0.05%	332
2024 Q1	$582K	Buy	+7,006	New	+$524K	0.08%	240

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

&Partners's RSPG Position: Q2 2026 in Review

&Partners reduced its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 15% in Q2 2026, selling an estimated $60.4K and leaving 3,292 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #2099.

&Partners first reported a position in RSPG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.06M in Q2 2024. 154 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

&Partners held 3,292 shares of Invesco S&P 500 Equal Weight Energy ETF worth $322K as of Q2 2026.
&Partners sold 582 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $60.4K.
Invesco S&P 500 Equal Weight Energy ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2099 holding.
&Partners first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2024 and has held it in 10 quarters since.
&Partners's Invesco S&P 500 Equal Weight Energy ETF position peaked at $1.06M in Q2 2024.
154 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.