First Heartland Consultants’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

First Heartland Consultants’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	$245K	Buy	2,501 +565	+29%	+$58.6K	0.02%	531
2026 Q1	$212K	Buy	+1,936	New	+$184K	0.02%	499
2022 Q2	–	Sell	-132,304	Closed	-$8.91M	–	384
2022 Q1	$8.91M	Buy	+132,304	New	+$7.91M	1.38%	18
2021 Q3	–	Sell	-78,617	Closed	-$3.56M	–	409
2021 Q2	$3.56M	Buy	78,617 +23,787	+43%	+$1.03M	0.54%	45
2021 Q1	$2.21M	Buy	+54,830	New	+$2.09M	0.35%	77

Other funds holding RSPG

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

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Somerset Trust Somerset, Pennsylvania $354M AUM 26.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

First Heartland Consultants's RSPG Position: Q2 2026 in Review

First Heartland Consultants increased its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 29% in Q2 2026, buying an estimated $58.6K and bringing the position to 2,501 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #531.

First Heartland Consultants first reported a position in RSPG in Q1 2021 and has held it in 5 quarters since. The position peaked at $8.91M in Q1 2022. 22 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

First Heartland Consultants held 2,501 shares of Invesco S&P 500 Equal Weight Energy ETF worth $245K as of Q2 2026.
First Heartland Consultants bought 565 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $58.6K.
Invesco S&P 500 Equal Weight Energy ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #531 holding.
First Heartland Consultants first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2021 and has held it in 5 quarters since.
First Heartland Consultants's Invesco S&P 500 Equal Weight Energy ETF position peaked at $8.91M in Q1 2022.
22 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.