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

Win 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
2025
Q3 		– Sell
-36,405
Closed -$2.71M – 77
2025
Q2 		$2.71M Buy
+36,405
New +$2.66M 1.31% 20

Other funds holding RSPG

FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Win Advisors's RSPG Position: Q3 2025 in Review

Win Advisors sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q3 2025, closing a stake of 36,405 shares — an estimated $2.71M sold.

Win Advisors first reported a position in RSPG in Q2 2025 and held it in 1 quarter. The position peaked at $2.71M in Q2 2025. 122 funds tracked by Wall St. Rank hold RSPG as of Q3 2025.

  • Win Advisors reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q3 2025 after selling out during the quarter.
  • Win Advisors sold 36,405 Invesco S&P 500 Equal Weight Energy ETF shares in Q3 2025, an estimated $2.71M.
  • Win Advisors first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q2 2025 and held it in 1 quarter.
  • Win Advisors's Invesco S&P 500 Equal Weight Energy ETF position peaked at $2.71M in Q2 2025.
  • 122 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q3 2025.

Based on Win Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.