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

Sanctuary 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
Q1 		$1.67M Buy
15,268
+3,973
+35% +$378K 0.01% 1043
2025
Q4 		$899K Buy
11,295
+6,430
+132% +$511K ﹤0.01% 1375
2025
Q3 		$387K Sell
4,865
-158
-3% -$12.1K ﹤0.01% 1849
2025
Q2 		$374K Sell
5,023
-2,779
-36% -$203K ﹤0.01% 1791
2025
Q1 		$639K Sell
7,802
-579
-7% -$46.7K ﹤0.01% 1365
2024
Q4 		$680K Buy
8,381
+2,379
+40% +$190K ﹤0.01% 1496
2024
Q3 		$517K Sell
6,002
-30,952
-84% -$2.44M ﹤0.01% 1677
2024
Q2 		$3.1M Buy
+36,954
New +$3.02M 0.02% 629

Other funds holding RSPG

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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