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

Tidemark’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
2025
Q1 		– Sell
-545
Closed -$41.6K – 710
2024
Q4 		$41.6K Buy
+545
New +$43.5K 0.02% 264

Other funds holding RSPG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Tidemark's RSPG Position: Q1 2025 in Review

Tidemark sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q1 2025, closing a stake of 545 shares — an estimated $41.6K sold.

Tidemark first reported a position in RSPG in Q4 2024 and held it in 1 quarter. The position peaked at $41.6K in Q4 2024. 135 funds tracked by Wall St. Rank hold RSPG as of Q1 2025.

  • Tidemark reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Tidemark sold 545 Invesco S&P 500 Equal Weight Energy ETF shares in Q1 2025, an estimated $41.6K.
  • Tidemark first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2024 and held it in 1 quarter.
  • Tidemark's Invesco S&P 500 Equal Weight Energy ETF position peaked at $41.6K in Q4 2024.
  • 135 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q1 2025.

Based on Tidemark's 13F filing for Q1 2025, filed 9 May 2025.