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

Vista Investment 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 Q2	$513K	Sell	5,240 -30	-0.6%	-$3.11K	0.15%	120
2026 Q1	$577K	Sell	5,270 -100	-2%	-$9.53K	0.19%	115
2025 Q4	$427K	Hold	5,370	–	–	0.14%	126
2025 Q3	$428K	Sell	5,370 -13	-0.2%	-$997	0.15%	126
2025 Q2	$401K	Hold	5,383	–	–	0.15%	130
2025 Q1	$441K	Sell	5,383 -93	-2%	-$7.5K	0.17%	123
2024 Q4	$418K	Buy	5,476 +29	+0.5%	+$2.32K	0.16%	127
2024 Q3	$417K	Sell	5,447 -641	-11%	-$50.5K	0.16%	127
2024 Q2	$491K	Sell	6,088 -126	-2%	-$10.3K	0.2%	115
2024 Q1	$516K	Buy	6,214 +40	+0.6%	+$2.99K	0.21%	117
2023 Q4	$455K	Buy	6,174 +106	+2%	+$7.93K	0.21%	113
2023 Q3	$466K	Sell	6,068 -35	-0.6%	-$2.64K	0.24%	113
2023 Q2	$418K	Hold	6,103	–	–	0.21%	119
2023 Q1	$417K	Buy	6,103 +37	+0.6%	+$2.63K	0.22%	118
2022 Q4	$441K	Sell	6,066 -470	-7%	-$34.5K	0.25%	115
2022 Q3	$399K	Sell	6,536 -155	-2%	-$10K	0.25%	114
2022 Q2	$411K	Sell	6,691 -52	-0.8%	-$3.64K	0.25%	112
2022 Q1	$454K	Sell	6,743 -50	-0.7%	-$2.99K	0.25%	110
2021 Q4	$325K	Sell	6,793 -99	-1%	-$4.85K	0.18%	130
2021 Q3	$311K	Buy	6,892 +73	+1%	+$3.02K	0.18%	128
2021 Q2	$309K	Buy	6,819 +1	+0%	+$43	0.18%	129
2021 Q1	$275K	Hold	6,818	–	–	0.17%	129
2020 Q4	$212K	Buy	+6,818	New	+$184K	0.14%	140
2019 Q3	–	Sell	-6,651	Closed	-$323K	–	138
2019 Q2	$323K	Sell	6,651 -1,404	-17%	-$69.1K	0.27%	104
2019 Q1	$408K	Sell	8,055 -10	-0.1%	-$494	0.36%	91
2018 Q4	$348K	Buy	8,065 +2,720	+51%	+$143K	0.36%	94
2018 Q3	$332K	Hold	5,345	–	–	0.29%	107
2018 Q2	$333K	Buy	5,345 +275	+5%	+$16.6K	0.33%	103
2018 Q1	$276K	Buy	5,070 +300	+6%	+$17K	0.29%	109
2017 Q4	$278K	Buy	+4,770	New	+$262K	0.29%	105

Other funds holding RSPG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Vista Investment Management's RSPG Position: Q2 2026 in Review

Vista Investment Management reduced its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 0.57% in Q2 2026, selling an estimated $3.11K and leaving 5,240 shares worth $513K. The position accounts for 0.15% of the portfolio, ranked #120.

Vista Investment Management first reported a position in RSPG in Q4 2017 and has held it in 30 quarters since. The position peaked at $577K in Q1 2026. 155 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

Vista Investment Management held 5,240 shares of Invesco S&P 500 Equal Weight Energy ETF worth $513K as of Q2 2026.
Vista Investment Management sold 30 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $3.11K.
Invesco S&P 500 Equal Weight Energy ETF made up 0.15% of Vista Investment Management's portfolio in Q2 2026, its #120 holding.
Vista Investment Management first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2017 and has held it in 30 quarters since.
Vista Investment Management's Invesco S&P 500 Equal Weight Energy ETF position peaked at $577K in Q1 2026.
155 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on Vista Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.