Farther Finance Advisors
RSPG icon

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

Farther Finance 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
2026
Q3 		$7.33M Sell
68,170
-3,336
-5% -$363K 0.05% 331
2026
Q2 		$7M Buy
71,506
+278
+0.4% +$28.8K 0.05% 308
2026
Q1 		$7.55M Sell
71,228
-7,646
-10% -$728K 0.07% 246
2025
Q4 		$6.28M Sell
78,874
-633
-0.8% -$50.3K 0.07% 259
2025
Q3 		$6.33M Buy
79,507
+59,139
+290% +$4.54M 0.1% 181
2025
Q2 		$1.52M Buy
20,368
+936
+5% +$68.3K 0.03% 451
2025
Q1 		$1.6M Buy
+19,432
New +$1.57M 0.04% 355
2023
Q3 		– Sell
-438
Closed -$30K – 2681
2023
Q2 		$30K Buy
+438
New +$29.6K 0.01% 863

Other funds holding RSPG

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
ST
Somerset Trust Somerset, Pennsylvania $354M AUM 20.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
SA
Strategic Advisors New York $475M AUM 19.08% 1-Year Est. Return

Farther Finance Advisors's RSPG Position: Q3 2026 in Review

Farther Finance Advisors reduced its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 4.7% in Q3 2026, selling an estimated $363K and leaving 68,170 shares worth $7.33M. The position accounts for 0.05% of the portfolio, ranked #331.

Farther Finance Advisors first reported a position in RSPG in Q2 2023 and has held it in 8 quarters since. The position peaked at $7.55M in Q1 2026. 19 funds tracked by Wall St. Rank hold RSPG as of Q3 2026.

  • Farther Finance Advisors held 68,170 shares of Invesco S&P 500 Equal Weight Energy ETF worth $7.33M as of Q3 2026.
  • Farther Finance Advisors sold 3,336 Invesco S&P 500 Equal Weight Energy ETF shares in Q3 2026, an estimated $363K.
  • Invesco S&P 500 Equal Weight Energy ETF made up 0.05% of Farther Finance Advisors's portfolio in Q3 2026, its #331 holding.
  • Farther Finance Advisors first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q2 2023 and has held it in 8 quarters since.
  • Farther Finance Advisors's Invesco S&P 500 Equal Weight Energy ETF position peaked at $7.55M in Q1 2026.
  • 19 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.