SFGP
RSPG icon

Stonebridge Financial Group (Pennsylvania)’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$6.93M Buy
70,793
+3,998
+6% +$415K 0.53% 50
2026
Q1 		$7.31M Buy
66,795
+10,328
+18% +$984K 0.6% 44
2025
Q4 		$4.49M Buy
56,467
+2,358
+4% +$188K 0.38% 72
2025
Q3 		$4.31M Buy
54,109
+403
+0.8% +$30.9K 0.38% 71
2025
Q2 		$4M Buy
53,706
+2,459
+5% +$180K 0.39% 70
2025
Q1 		$4.2M Sell
51,247
-7,686
-13% -$620K 0.45% 63
2024
Q4 		$4.5M Buy
+58,933
New +$4.71M 0.5% 51

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
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
GIM
Guild Investment Management Los Angeles, California $146M AUM 22.78% 1-Year Est. Return
OC
Oarsman Capital Milwaukee, Wisconsin $945M AUM 24.13% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s RSPG Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 6% in Q2 2026, buying an estimated $415K and bringing the position to 70,793 shares worth $6.93M. The position accounts for 0.53% of the portfolio, ranked #50.

Stonebridge Financial Group (Pennsylvania) first reported a position in RSPG in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.31M in Q1 2026. 126 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 70,793 shares of Invesco S&P 500 Equal Weight Energy ETF worth $6.93M as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) bought 3,998 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $415K.
  • Invesco S&P 500 Equal Weight Energy ETF made up 0.53% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #50 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2024 and has held it in 7 quarters since.
  • Stonebridge Financial Group (Pennsylvania)'s Invesco S&P 500 Equal Weight Energy ETF position peaked at $7.31M in Q1 2026.
  • 126 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.