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

WealthPlan 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 		$389K Sell
3,971
-23
-0.6% -$2.39K 0.02% 363
2026
Q1 		$437K Buy
+3,994
New +$380K 0.02% 326

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 $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

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

WealthPlan Investment Management reduced its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 0.58% in Q2 2026, selling an estimated $2.39K and leaving 3,971 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #363.

WealthPlan Investment Management first reported a position in RSPG in Q1 2026 and has held it in 2 quarters since. The position peaked at $437K in Q1 2026. 155 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

  • WealthPlan Investment Management held 3,971 shares of Invesco S&P 500 Equal Weight Energy ETF worth $389K as of Q2 2026.
  • WealthPlan Investment Management sold 23 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $2.39K.
  • Invesco S&P 500 Equal Weight Energy ETF made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #363 holding.
  • WealthPlan Investment Management first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2026 and has held it in 2 quarters since.
  • WealthPlan Investment Management's Invesco S&P 500 Equal Weight Energy ETF position peaked at $437K 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 WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.