Stifel Financial’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Stifel Financial’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	$260K	Sell	2,654 -223	-8%	-$23.1K	﹤0.01%	3362
2026 Q1	$315K	Buy	+2,877	New	+$274K	﹤0.01%	3149
2025 Q4	–	Sell	-6,823	Closed	-$543K	–	3694
2025 Q3	$543K	Sell	6,823 -9,682	-59%	-$743K	﹤0.01%	2762
2025 Q2	$1.23M	Sell	16,505 -3,061	-16%	-$223K	﹤0.01%	2191
2025 Q1	$1.6M	Sell	19,566 -23,020	-54%	-$1.86M	﹤0.01%	1915
2024 Q4	$3.25M	Sell	42,586 -1,860	-4%	-$149K	﹤0.01%	1452
2024 Q3	$3.41M	Sell	44,446 -1,134	-2%	-$89.3K	﹤0.01%	1429
2024 Q2	$3.68M	Sell	45,580 -4,577	-9%	-$374K	﹤0.01%	1308
2024 Q1	$4.17M	Sell	50,157 -1,178	-2%	-$88.1K	﹤0.01%	1249
2023 Q4	$3.79M	Sell	51,335 -20,458	-28%	-$1.53M	﹤0.01%	1261
2023 Q3	$5.51M	Buy	71,793 +35,429	+97%	+$2.67M	0.01%	985
2023 Q2	$2.49M	Sell	36,364 -8,297	-19%	-$560K	﹤0.01%	1466
2023 Q1	$3.05M	Sell	44,661 -17,895	-29%	-$1.27M	﹤0.01%	1311
2022 Q4	$4.55M	Buy	62,556 +14,810	+31%	+$1.09M	0.01%	1035
2022 Q3	$2.91M	Sell	47,746 -20,596	-30%	-$1.33M	﹤0.01%	1226
2022 Q2	$4.2M	Buy	68,342 +4,925	+8%	+$345K	0.01%	1051
2022 Q1	$4.27M	Buy	63,417 +54,131	+583%	+$3.24M	0.01%	1146
2021 Q4	$444K	Buy	9,286 +3,138	+51%	+$154K	﹤0.01%	2661
2021 Q3	$277K	Buy	+6,148	New	+$254K	﹤0.01%	2958
2020 Q1	–	Sell	-9,483	Closed	-$450K	–	3038
2019 Q4	$450K	Buy	9,483 +3,067	+48%	+$136K	﹤0.01%	2327
2019 Q3	$284K	Sell	6,416 -708	-10%	-$32.1K	﹤0.01%	2468
2019 Q2	$347K	Sell	7,124 -789	-10%	-$38.8K	﹤0.01%	2420
2019 Q1	$398K	Sell	7,913 -404	-5%	-$19.9K	﹤0.01%	2190
2018 Q4	$354K	Buy	+8,317	New	+$438K	﹤0.01%	2140
2014 Q4	–	Sell	-3,777	Closed	-$308K	–	2427
2014 Q3	$308K	Buy	3,777 +150	+4%	+$13.3K	﹤0.01%	1786
2014 Q2	$336K	Sell	3,627 -845	-19%	-$73.8K	﹤0.01%	1716
2014 Q1	$368K	Buy	+4,472	New	+$355K	﹤0.01%	1602

Other funds holding RSPG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 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

Stifel Financial's RSPG Position: Q2 2026 in Review

Stifel Financial reduced its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 7.8% in Q2 2026, selling an estimated $23.1K and leaving 2,654 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #3362.

Stifel Financial first reported a position in RSPG in Q1 2014 and has held it in 27 quarters since. The position peaked at $5.51M in Q3 2023. 154 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

Stifel Financial held 2,654 shares of Invesco S&P 500 Equal Weight Energy ETF worth $260K as of Q2 2026.
Stifel Financial sold 223 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $23.1K.
Invesco S&P 500 Equal Weight Energy ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3362 holding.
Stifel Financial first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2014 and has held it in 27 quarters since.
Stifel Financial's Invesco S&P 500 Equal Weight Energy ETF position peaked at $5.51M in Q3 2023.
154 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.