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

Summit 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 		$429K Buy
4,382
+1,561
+55% +$162K ﹤0.01% 1163
2026
Q1 		$309K Buy
2,821
+4
+0.1% +$381 ﹤0.01% 1182
2025
Q4 		$224K Sell
2,817
-180
-6% -$14.3K ﹤0.01% 1197
2025
Q3 		$239K Buy
2,997
+6
+0.2% +$460 ﹤0.01% 1142
2025
Q2 		$223K Buy
2,991
+7
+0.2% +$511 0.01% 760
2025
Q1 		$244K Buy
2,984
+159
+6% +$12.8K 0.01% 655
2024
Q4 		$216K Buy
2,825
+5
+0.2% +$399 0.01% 609
2024
Q3 		$216K Buy
2,820
+7
+0.2% +$551 0.01% 512
2024
Q2 		$227K Buy
+2,813
New +$230K 0.01% 456

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

Summit Financial's RSPG Position: Q2 2026 in Review

Summit Financial increased its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 55% in Q2 2026, buying an estimated $162K and bringing the position to 4,382 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

Summit Financial first reported a position in RSPG in Q2 2024 and has held it in 9 quarters since. 154 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

  • Summit Financial held 4,382 shares of Invesco S&P 500 Equal Weight Energy ETF worth $429K as of Q2 2026.
  • Summit Financial bought 1,561 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $162K.
  • Invesco S&P 500 Equal Weight Energy ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1163 holding.
  • Summit Financial first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q2 2024 and has held it in 9 quarters since.
  • 154 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

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