Private Advisory Group’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Private Advisory Group’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	$3.66M	Buy	+37,376	New	+$3.88M	0.2%	112
2023 Q1	–	Sell	-4,644	Closed	-$338K	–	229
2022 Q4	$338K	Buy	+4,644	New	+$341K	0.07%	160
2022 Q3	–	Sell	-3,776	Closed	-$232K	–	210
2022 Q2	$232K	Sell	3,776 -618	-14%	-$43.3K	0.05%	146
2022 Q1	$296K	Buy	+4,394	New	+$263K	0.06%	133

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

Private Advisory Group's RSPG Position: Q2 2026 in Review

Private Advisory Group opened a new position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q2 2026: 37,376 shares worth $3.66M. The stake represents 0.2% of the portfolio and ranks #112 among its holdings. This is a return to the name: Private Advisory Group previously reported a position in RSPG as recently as Q4 2022.

Private Advisory Group first reported a position in RSPG in Q1 2022 and has held it in 4 quarters since. 154 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

Private Advisory Group held 37,376 shares of Invesco S&P 500 Equal Weight Energy ETF worth $3.66M as of Q2 2026.
Invesco S&P 500 Equal Weight Energy ETF was a new Private Advisory Group position in Q2 2026.
Invesco S&P 500 Equal Weight Energy ETF made up 0.2% of Private Advisory Group's portfolio in Q2 2026, its #112 holding.
Private Advisory Group first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2022 and has held it in 4 quarters since.
154 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.