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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
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

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M
MATAURO New York $692M AUM 26.24% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return