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

StoneCrest Wealth Management’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 		– Sell
-7,166
Closed -$784K – 77
2026
Q1 		$784K Buy
+7,166
New +$683K 0.33% 48
2024
Q3 		– Sell
-24,981
Closed -$2.01M – 63
2024
Q2 		$2.01M Buy
+24,981
New +$2.04M 1.54% 23

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

StoneCrest Wealth Management's RSPG Position: Q2 2026 in Review

StoneCrest Wealth Management sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q2 2026, closing a stake of 7,166 shares — an estimated $784K sold.

StoneCrest Wealth Management first reported a position in RSPG in Q2 2024 and held it in 2 quarters. The position peaked at $2.01M in Q2 2024. 154 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

  • StoneCrest Wealth Management reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q2 2026 after selling out during the quarter.
  • StoneCrest Wealth Management sold 7,166 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $784K.
  • StoneCrest Wealth Management first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q2 2024 and held it in 2 quarters.
  • StoneCrest Wealth Management's Invesco S&P 500 Equal Weight Energy ETF position peaked at $2.01M in Q2 2024.
  • 154 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.