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

Synergy Asset 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
Q1 		$1.58M Buy
+14,418
New +$1.37M 0.17% 92
2025
Q1 		– Sell
-316
Closed -$24.2K – 685
2024
Q4 		$24.2K Buy
+316
New +$25.2K ﹤0.01% 346
2023
Q4 		– Sell
-25,157
Closed -$1.93M – 170
2023
Q3 		$1.93M Buy
+25,157
New +$1.9M 0.38% 63
2022
Q2 		– Sell
-34,943
Closed -$2.35M – 127
2022
Q1 		$2.35M Buy
+34,943
New +$2.09M 0.57% 46
2021
Q4 		– Sell
-103,055
Closed -$4.65M – 128
2021
Q3 		$4.65M Buy
+103,055
New +$4.26M 1.08% 32

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