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

SFMG Wealth 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	$532K	Hold	4,858	–	–	0.04%	183
2025 Q4	$387K	Sell	4,858 -342	-7%	-$27.2K	0.03%	212
2025 Q3	$414K	Sell	5,200 -8	-0.2%	-$614	0.03%	196
2025 Q2	$388K	Sell	5,208 -273	-5%	-$19.9K	0.03%	183
2025 Q1	$449K	Hold	5,481	–	–	0.04%	158
2024 Q4	$419K	Hold	5,481	–	–	0.03%	169
2024 Q3	$420K	Hold	5,481	–	–	0.03%	162
2024 Q2	$442K	Hold	5,481	–	–	0.04%	156
2024 Q1	$455K	Sell	5,481 -487	-8%	-$36.4K	0.04%	153
2023 Q4	$440K	Sell	5,968 -832	-12%	-$62.2K	0.04%	152
2023 Q3	$522K	Sell	6,800 -633	-9%	-$47.8K	0.05%	121
2023 Q2	$509K	Sell	7,433 -208	-3%	-$14K	0.05%	124
2023 Q1	$522K	Sell	7,641 -649	-8%	-$46.1K	0.06%	127
2022 Q4	$603K	Buy	+8,290	New	+$608K	0.07%	118

Other funds holding RSPG

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

SFMG Wealth Advisors's RSPG Position: Q1 2026 in Review

SFMG Wealth Advisors held its Invesco S&P 500 Equal Weight Energy ETF (RSPG) position steady in Q1 2026 at 4,858 shares worth $532K. The position accounts for 0.04% of the portfolio, ranked #183.

SFMG Wealth Advisors first reported a position in RSPG in Q4 2022 and has held it in 14 quarters since. The position peaked at $603K in Q4 2022. 163 funds tracked by Wall St. Rank hold RSPG as of Q1 2026.

SFMG Wealth Advisors held 4,858 shares of Invesco S&P 500 Equal Weight Energy ETF worth $532K as of Q1 2026.
SFMG Wealth Advisors left its Invesco S&P 500 Equal Weight Energy ETF share count unchanged in Q1 2026.
Invesco S&P 500 Equal Weight Energy ETF made up 0.04% of SFMG Wealth Advisors's portfolio in Q1 2026, its #183 holding.
SFMG Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2022 and has held it in 14 quarters since.
SFMG Wealth Advisors's Invesco S&P 500 Equal Weight Energy ETF position peaked at $603K in Q4 2022.
163 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.