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Steward Partners Investment Advisory’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Steward Partners Investment Advisory’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 		$120K Sell
1,226
-382
-24% -$39.6K ﹤0.01% 2496
2026
Q1 		$176K Sell
1,608
-20
-1% -$1.91K ﹤0.01% 2083
2025
Q4 		$130K Sell
1,628
-281
-15% -$22.3K ﹤0.01% 2149
2025
Q3 		$152K Sell
1,909
-119
-6% -$9.13K ﹤0.01% 2007
2025
Q2 		$151K Sell
2,028
-127
-6% -$9.27K ﹤0.01% 1887
2025
Q1 		$176K Sell
2,155
-177
-8% -$14.3K ﹤0.01% 1716
2024
Q4 		$178K Sell
2,332
-3,012
-56% -$240K ﹤0.01% 1685
2024
Q3 		$410K Buy
5,344
+99
+2% +$7.79K ﹤0.01% 1191
2024
Q2 		$423K Buy
5,245
+138
+3% +$11.3K ﹤0.01% 1130
2024
Q1 		$424K Sell
5,107
-77
-1% -$5.76K ﹤0.01% 1124
2023
Q4 		$382K Sell
5,184
-14
-0.3% -$1.05K 0.01% 1116
2023
Q3 		$399K Buy
5,198
+70
+1% +$5.28K 0.01% 1008
2023
Q2 		$351K Sell
5,128
-241
-4% -$16.3K 0.01% 1065
2023
Q1 		$367K Buy
5,369
+144
+3% +$10.2K 0.01% 1039
2022
Q4 		$380K Buy
5,225
+23
+0.4% +$1.69K 0.01% 1001
2022
Q3 		$317K Sell
5,202
-509
-9% -$32.9K 0.01% 1015
2022
Q2 		$351K Buy
5,711
+190
+3% +$13.3K 0.01% 972
2022
Q1 		$372K Buy
5,521
+4,689
+564% +$280K 0.01% 1040
2021
Q4 		$40K Sell
832
-27,594
-97% -$1.35M ﹤0.01% 2016
2021
Q3 		$1.28M Buy
28,426
+4,176
+17% +$173K 0.02% 588
2021
Q2 		$1.1M Sell
24,250
-266
-1% -$11.5K 0.02% 631
2021
Q1 		$987K Buy
+24,516
New +$935K 0.02% 650

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

Steward Partners Investment Advisory's RSPG Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 24% in Q2 2026, selling an estimated $39.6K and leaving 1,226 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #2496.

Steward Partners Investment Advisory first reported a position in RSPG in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.28M in Q3 2021. 154 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

  • Steward Partners Investment Advisory held 1,226 shares of Invesco S&P 500 Equal Weight Energy ETF worth $120K as of Q2 2026.
  • Steward Partners Investment Advisory sold 382 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $39.6K.
  • Invesco S&P 500 Equal Weight Energy ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2496 holding.
  • Steward Partners Investment Advisory first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2021 and has held it in 22 quarters since.
  • Steward Partners Investment Advisory's Invesco S&P 500 Equal Weight Energy ETF position peaked at $1.28M in Q3 2021.
  • 154 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.