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 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	$99.9K	Hold	1,374	–	–	0.03%	135
2022 Q3	$84K	Buy	+1,374	New	+$88.8K	0.03%	144

Other funds holding RSPG

MATAURO New York $756M AUM 20.74% 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

AWS

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

GIM

Guild Investment Management Los Angeles, California $146M AUM 22.78% 1-Year Est. Return

FGG

Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Activest Wealth Management's RSPG Position: Q2 2026 in Review

Activest Wealth Management reduced its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 32% in Q2 2026, selling an estimated $67.2K and leaving 1,374 shares worth $135K. The position accounts for 0.03% of the portfolio, ranked #153.

Activest Wealth Management first reported a position in RSPG in Q3 2022 and has held it in 15 quarters since. The position peaked at $221K in Q1 2026. 44 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

Activest Wealth Management held 1,374 shares of Invesco S&P 500 Equal Weight Energy ETF worth $135K as of Q2 2026.
Activest Wealth Management sold 648 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $67.2K.
Invesco S&P 500 Equal Weight Energy ETF made up 0.03% of Activest Wealth Management's portfolio in Q2 2026, its #153 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 15 quarters since.
Activest Wealth Management's Invesco S&P 500 Equal Weight Energy ETF position peaked at $221K in Q1 2026.
44 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.