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

SteelPeak Wealth’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
2025
Q1 		– Sell
-3,725
Closed -$284K – 666
2024
Q4 		$284K Buy
3,725
+300
+9% +$24K 0.01% 426
2024
Q3 		$262K Buy
+3,425
New +$270K 0.01% 407

Other funds holding RSPG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M
MATAURO New York $692M AUM 26.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SteelPeak Wealth's RSPG Position: Q1 2025 in Review

SteelPeak Wealth sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q1 2025, closing a stake of 3,725 shares — an estimated $284K sold.

SteelPeak Wealth first reported a position in RSPG in Q3 2024 and held it in 2 quarters. The position peaked at $284K in Q4 2024. 135 funds tracked by Wall St. Rank hold RSPG as of Q1 2025.

  • SteelPeak Wealth reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q1 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 3,725 Invesco S&P 500 Equal Weight Energy ETF shares in Q1 2025, an estimated $284K.
  • SteelPeak Wealth first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q3 2024 and held it in 2 quarters.
  • SteelPeak Wealth's Invesco S&P 500 Equal Weight Energy ETF position peaked at $284K in Q4 2024.
  • 135 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q1 2025.

Based on SteelPeak Wealth's 13F filing for Q1 2025, filed 1 May 2025.