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Whittier Trust’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Whittier Trust’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
2025
Q4 		– Sell
-1,000
Closed -$79.2K – 1416
2025
Q3 		$79.2K Hold
1,000
– – ﹤0.01% 753
2025
Q2 		$74.5K Hold
1,000
– – ﹤0.01% 862
2025
Q1 		$81.9K Hold
1,000
– – ﹤0.01% 819
2024
Q4 		$76.4K Hold
1,000
– – ﹤0.01% 854
2024
Q3 		$76.6K Hold
1,000
– – ﹤0.01% 849
2024
Q2 		$80.6K Buy
+1,000
New +$81.7K ﹤0.01% 821

Other funds holding RSPG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 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
GIM
Guild Investment Management Los Angeles, California $146M AUM 22.78% 1-Year Est. Return

Whittier Trust's RSPG Position: Q4 2025 in Review

Whittier Trust sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q4 2025, closing a stake of 1,000 shares — an estimated $79.2K sold.

Whittier Trust first reported a position in RSPG in Q2 2024 and held it in 6 quarters. The position peaked at $81.9K in Q1 2025. 132 funds tracked by Wall St. Rank hold RSPG as of Q4 2025.

  • Whittier Trust reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q4 2025 after selling out during the quarter.
  • Whittier Trust sold 1,000 Invesco S&P 500 Equal Weight Energy ETF shares in Q4 2025, an estimated $79.2K.
  • Whittier Trust first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q2 2024 and held it in 6 quarters.
  • Whittier Trust's Invesco S&P 500 Equal Weight Energy ETF position peaked at $81.9K in Q1 2025.
  • 132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q4 2025.

Based on Whittier Trust's 13F filing for Q4 2025, filed 26 Jan 2026.