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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
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

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 $756M AUM 20.74% 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

Vista Investment Management's RSPG Position: Q1 2026 in Review

Vista Investment Management reduced its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 1.9% in Q1 2026, selling an estimated $9.53K and leaving 5,270 shares worth $577K. The position accounts for 0.19% of the portfolio, ranked #115.

Vista Investment Management first reported a position in RSPG in Q4 2017 and has held it in 29 quarters since. 163 funds tracked by Wall St. Rank hold RSPG as of Q1 2026.

  • Vista Investment Management held 5,270 shares of Invesco S&P 500 Equal Weight Energy ETF worth $577K as of Q1 2026.
  • Vista Investment Management sold 100 Invesco S&P 500 Equal Weight Energy ETF shares in Q1 2026, an estimated $9.53K.
  • Invesco S&P 500 Equal Weight Energy ETF made up 0.19% of Vista Investment Management's portfolio in Q1 2026, its #115 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 29 quarters since.
  • 163 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q1 2026.

Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.