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

Waverly 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 		$22.9K Hold
234
– – ﹤0.01% 1723
2026
Q1 		$25.6K Hold
234
– – ﹤0.01% 1585
2025
Q4 		$18.6K Buy
+234
New +$18.6K ﹤0.01% 1461
2015
Q1 		– Sell
-413
Closed -$28K – 417
2014
Q4 		$28K Hold
413
– – 0.01% 176
2014
Q3 		$34K Buy
413
+180
+77% +$15.9K 0.02% 271
2014
Q2 		$22K Buy
+233
New +$20.4K 0.01% 316

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

Waverly Advisors's RSPG Position: Q2 2026 in Review

Waverly Advisors held its Invesco S&P 500 Equal Weight Energy ETF (RSPG) position steady in Q2 2026 at 234 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1723.

Waverly Advisors first reported a position in RSPG in Q2 2014 and has held it in 6 quarters since. The position peaked at $34K in Q3 2014. 154 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

  • Waverly Advisors held 234 shares of Invesco S&P 500 Equal Weight Energy ETF worth $22.9K as of Q2 2026.
  • Waverly Advisors left its Invesco S&P 500 Equal Weight Energy ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Equal Weight Energy ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1723 holding.
  • Waverly Advisors first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q2 2014 and has held it in 6 quarters since.
  • Waverly Advisors's Invesco S&P 500 Equal Weight Energy ETF position peaked at $34K in Q3 2014.
  • 154 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.