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

AMJ Financial 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	$301K	Hold	2,751	–	–	0.07%	74
2026 Q1	$301K	Buy	+2,751	New	+$262K	0.07%	74
2024 Q1	–	Sell	-4,773	Closed	-$352K	–	85
2023 Q4	$352K	Buy	4,773 +1,490	+45%	+$111K	0.15%	59
2023 Q3	$252K	Buy	+3,283	New	+$248K	0.12%	57

Other funds holding RSPG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 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

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

AMJ Financial Wealth Management's RSPG Position: Q2 2026 in Review

AMJ Financial Wealth Management held its Invesco S&P 500 Equal Weight Energy ETF (RSPG) position steady in Q2 2026 at 2,751 shares worth $301K. The position accounts for 0.07% of the portfolio, ranked #74.

AMJ Financial Wealth Management first reported a position in RSPG in Q3 2023 and has held it in 4 quarters since. The position peaked at $352K in Q4 2023. 154 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

AMJ Financial Wealth Management held 2,751 shares of Invesco S&P 500 Equal Weight Energy ETF worth $301K as of Q2 2026.
AMJ Financial Wealth Management left its Invesco S&P 500 Equal Weight Energy ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight Energy ETF made up 0.07% of AMJ Financial Wealth Management's portfolio in Q2 2026, its #74 holding.
AMJ Financial Wealth Management first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q3 2023 and has held it in 4 quarters since.
AMJ Financial Wealth Management's Invesco S&P 500 Equal Weight Energy ETF position peaked at $352K in Q4 2023.
154 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on AMJ Financial Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.