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

Activest Wealth 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 Q3	$148K	Hold	1,374	–	–	0.03%	146
2026 Q2	$135K	Sell	1,374 -648	-32%	-$67.2K	0.03%	153
2026 Q1	$221K	Hold	2,022	–	–	0.04%	141
2025 Q4	$161K	Hold	2,022	–	–	0.03%	172
2025 Q3	$161K	Hold	2,022	–	–	0.03%	149
2025 Q2	$151K	Hold	2,022	–	–	0.04%	107
2025 Q1	$166K	Hold	2,022	–	–	0.04%	107
2024 Q4	$154K	Hold	2,022	–	–	0.04%	94
2024 Q3	$155K	Hold	2,022	–	–	0.05%	92
2024 Q2	$163K	Hold	2,022	–	–	0.05%	95
2024 Q1	$168K	Hold	2,022	–	–	0.08%	67
2023 Q4	$149K	Hold	2,022	–	–	0.08%	54
2023 Q3	$155K	Buy	+2,022	New	+$153K	0.1%	49
2023 Q2	–	Sell	-1,374	Closed	-$93.9K	–	390
2023 Q1	$93.9K	Hold	1,374	–	–	0.06%	58
2022 Q4	$100K	Hold	1,374	–	–	0.03%	135
2022 Q3	$84K	Buy	+1,374	New	+$88.8K	0.03%	144

Other funds holding RSPG

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return

Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return

Tableaux Stockbridge, Massachusetts $245M AUM 18.28% 1-Year Est. Return

Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return

Somerset Trust Somerset, Pennsylvania $354M AUM 20.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

Activest Wealth Management's RSPG Position: Q3 2026 in Review

Activest Wealth Management held its Invesco S&P 500 Equal Weight Energy ETF (RSPG) position steady in Q3 2026 at 1,374 shares worth $148K. The position accounts for 0.03% of the portfolio, ranked #146.

Activest Wealth Management first reported a position in RSPG in Q3 2022 and has held it in 16 quarters since. The position peaked at $221K in Q1 2026. 34 funds tracked by Wall St. Rank hold RSPG as of Q3 2026.

Activest Wealth Management held 1,374 shares of Invesco S&P 500 Equal Weight Energy ETF worth $148K as of Q3 2026.
Activest Wealth Management left its Invesco S&P 500 Equal Weight Energy ETF share count unchanged in Q3 2026.
Invesco S&P 500 Equal Weight Energy ETF made up 0.03% of Activest Wealth Management's portfolio in Q3 2026, its #146 holding.
Activest Wealth Management first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q3 2022 and has held it in 16 quarters since.
Activest Wealth Management's Invesco S&P 500 Equal Weight Energy ETF position peaked at $221K in Q1 2026.
34 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.