Harbor Investment Advisory’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Harbor Investment Advisory’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	$19.6K	Hold	200	–	–	﹤0.01%	950
2026 Q1	$21.9K	Hold	200	–	–	﹤0.01%	775
2025 Q4	$15.9K	Hold	200	–	–	﹤0.01%	859
2025 Q3	$15.9K	Sell	200 -50	-20%	-$3.83K	﹤0.01%	827
2025 Q2	$18.6K	Hold	250	–	–	﹤0.01%	791
2025 Q1	$20.5K	Hold	250	–	–	﹤0.01%	766
2024 Q4	$19.1K	Hold	250	–	–	﹤0.01%	757
2024 Q3	$19.2K	Sell	250 -200	-44%	-$15.7K	﹤0.01%	751
2024 Q2	$36.3K	Hold	450	–	–	﹤0.01%	641
2024 Q1	$37.4K	Hold	450	–	–	﹤0.01%	638
2023 Q4	$33.2K	Hold	450	–	–	﹤0.01%	638
2023 Q3	$34.5K	Hold	450	–	–	﹤0.01%	599
2023 Q2	$30.8K	Buy	+450	New	+$30.4K	﹤0.01%	817

Other funds holding RSPG

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

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

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

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

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

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

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return