Vanguard Capital Wealth Advisors
RSPG icon

Vanguard Capital Wealth Advisors’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Vanguard Capital Wealth Advisors’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 		$1.1M Buy
+11,242
New +$1.17M 0.75% 30
2024
Q3 		– Sell
-3,554
Closed -$286K – 151
2024
Q2 		$286K Sell
3,554
-64
-2% -$5.23K 0.19% 99
2024
Q1 		$301K Sell
3,618
-287
-7% -$21.5K 0.21% 94
2023
Q4 		$288K Buy
3,905
+983
+34% +$73.5K 0.23% 91
2023
Q3 		$224K Sell
2,922
-204
-7% -$15.4K 0.21% 100
2023
Q2 		$214K Sell
3,126
-185
-6% -$12.5K 0.19% 112
2023
Q1 		$226K Buy
+3,311
New +$235K 0.23% 100

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

Vanguard Capital Wealth Advisors's RSPG Position: Q2 2026 in Review

Vanguard Capital Wealth Advisors opened a new position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q2 2026: 11,242 shares worth $1.1M. The stake represents 0.75% of the portfolio and ranks #30 among its holdings. This is a return to the name: Vanguard Capital Wealth Advisors previously reported a position in RSPG as recently as Q2 2024.

Vanguard Capital Wealth Advisors first reported a position in RSPG in Q1 2023 and has held it in 7 quarters since. 154 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

  • Vanguard Capital Wealth Advisors held 11,242 shares of Invesco S&P 500 Equal Weight Energy ETF worth $1.1M as of Q2 2026.
  • Invesco S&P 500 Equal Weight Energy ETF was a new Vanguard Capital Wealth Advisors position in Q2 2026.
  • Invesco S&P 500 Equal Weight Energy ETF made up 0.75% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Vanguard Capital Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2023 and has held it in 7 quarters since.
  • 154 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.