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

Stratos Wealth Partners’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
-4,951
Closed -$542K – 1766
2026
Q1 		$542K Buy
+4,951
New +$472K 0.01% 1030
2025
Q2 		– Sell
-5,963
Closed -$488K – 1471
2025
Q1 		$488K Sell
5,963
-2,566
-30% -$207K 0.01% 896
2024
Q4 		$651K Buy
8,529
+210
+3% +$16.8K 0.01% 834
2024
Q3 		$638K Buy
8,319
+441
+6% +$34.7K 0.01% 845
2024
Q2 		$635K Sell
7,878
-30,820
-80% -$2.52M 0.01% 813
2024
Q1 		$3.22M Buy
38,698
+2,481
+7% +$186K 0.05% 330
2023
Q4 		$2.67M Buy
36,217
+31,293
+636% +$2.34M 0.05% 343
2023
Q3 		$378K Buy
4,924
+1,394
+39% +$105K 0.01% 924
2023
Q2 		$242K Sell
3,530
-3,595
-50% -$243K 0.01% 1035
2023
Q1 		$487K Sell
7,125
-558
-7% -$39.6K 0.01% 711
2022
Q4 		$559K Buy
7,683
+122
+2% +$8.95K 0.01% 694
2022
Q3 		$461K Sell
7,561
-2,903
-28% -$188K 0.01% 719
2022
Q2 		$644K Buy
10,464
+351
+3% +$24.6K 0.02% 637
2022
Q1 		$681K Buy
10,113
+4,247
+72% +$254K 0.02% 682
2021
Q4 		$280K Buy
+5,866
New +$287K 0.01% 1022
2018
Q4 		– Sell
-1,851
Closed -$115K – 2158
2018
Q3 		$115K Buy
+1,851
New +$114K 0.01% 1062
2018
Q1 		– Sell
-1,851
Closed -$108K – 3206
2017
Q4 		$108K Buy
+1,851
New +$102K ﹤0.01% 1153

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

Stratos Wealth Partners's RSPG Position: Q2 2026 in Review

Stratos Wealth Partners sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q2 2026, closing a stake of 4,951 shares — an estimated $542K sold.

Stratos Wealth Partners first reported a position in RSPG in Q4 2017 and held it in 17 quarters. The position peaked at $3.22M in Q1 2024. 154 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

  • Stratos Wealth Partners reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Stratos Wealth Partners sold 4,951 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $542K.
  • Stratos Wealth Partners first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2017 and held it in 17 quarters.
  • Stratos Wealth Partners's Invesco S&P 500 Equal Weight Energy ETF position peaked at $3.22M in Q1 2024.
  • 154 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.