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

Shaker Investments’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 		$1.77M Sell
18,110
-132
-0.7% -$13.7K 0.64% 50
2026
Q1 		$2M Buy
+18,242
New +$1.74M 0.91% 38

Other funds holding RSPG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
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

Shaker Investments's RSPG Position: Q2 2026 in Review

Shaker Investments reduced its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 0.72% in Q2 2026, selling an estimated $13.7K and leaving 18,110 shares worth $1.77M. The position accounts for 0.64% of the portfolio, ranked #50.

Shaker Investments first reported a position in RSPG in Q1 2026 and has held it in 2 quarters since. The position peaked at $2M in Q1 2026. 154 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

  • Shaker Investments held 18,110 shares of Invesco S&P 500 Equal Weight Energy ETF worth $1.77M as of Q2 2026.
  • Shaker Investments sold 132 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $13.7K.
  • Invesco S&P 500 Equal Weight Energy ETF made up 0.64% of Shaker Investments's portfolio in Q2 2026, its #50 holding.
  • Shaker Investments first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2026 and has held it in 2 quarters since.
  • Shaker Investments's Invesco S&P 500 Equal Weight Energy ETF position peaked at $2M in Q1 2026.
  • 154 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on Shaker Investments's 13F filing for Q2 2026, filed 15 Jul 2026.