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

HHM Wealth 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	$21.5K	Hold	200	–	–	﹤0.01%	539
2026 Q2	$19.6K	Hold	200	–	–	﹤0.01%	535
2026 Q1	$21.9K	Sell	200 -190	-49%	-$18.1K	﹤0.01%	496
2025 Q4	$31K	Hold	390	–	–	﹤0.01%	429
2025 Q3	$31K	Sell	390 -110	-22%	-$8.44K	﹤0.01%	447
2025 Q2	$37.2K	Sell	500 -920	-65%	-$67.2K	﹤0.01%	420
2025 Q1	$116K	Sell	1,420 -381	-21%	-$30.7K	0.02%	249
2024 Q4	$138K	Hold	1,801	–	–	0.02%	226
2024 Q3	$138K	Sell	1,801 -270	-13%	-$21.3K	0.02%	219
2024 Q2	$167K	Buy	2,071 +920	+80%	+$75.1K	0.03%	192
2024 Q1	$95.6K	Sell	1,151 -372	-24%	-$27.8K	0.02%	213
2023 Q4	$112K	Hold	1,523	–	–	0.02%	199
2023 Q3	$117K	Hold	1,523	–	–	0.02%	188
2023 Q2	$104K	Sell	1,523 -510	-25%	-$34.4K	0.02%	205
2023 Q1	$139K	Hold	2,033	–	–	0.03%	168
2022 Q4	$148K	Sell	2,033 -30	-1%	-$2.2K	0.03%	143
2022 Q3	$126K	Sell	2,063 -93	-4%	-$6.01K	0.03%	151
2022 Q2	$133K	Sell	2,156 -50	-2%	-$3.5K	0.03%	166
2022 Q1	$149K	Sell	2,206 -80	-3%	-$4.78K	0.03%	171
2021 Q4	$109K	Sell	2,286 -67	-3%	-$3.28K	0.03%	210
2021 Q3	$106K	Buy	2,353 +1	+0%	+$41	0.03%	198
2021 Q2	$107K	Sell	2,352 -909	-28%	-$39.2K	0.03%	194
2021 Q1	$131K	Hold	3,261	–	–	0.04%	158
2020 Q4	$101K	Sell	3,261 -2,499	-43%	-$67.4K	0.03%	171
2020 Q3	$130K	Sell	5,760 -1,360	-19%	-$36.4K	0.05%	123
2020 Q2	$200K	Buy	7,120 +12	+0.2%	+$324	0.08%	82
2020 Q1	$142K	Sell	7,108 -5	-0.1%	-$184	0.07%	94
2019 Q4	$341K	Buy	7,113 +75	+1%	+$3.33K	0.16%	56
2019 Q3	$312K	Sell	7,038 -13	-0.2%	-$589	0.18%	57
2019 Q2	$342K	Sell	7,051 -500	-7%	-$24.6K	0.2%	45
2019 Q1	$382K	Sell	7,551 -3,165	-30%	-$156K	0.24%	40
2018 Q4	$462K	Buy	+10,716	New	+$565K	0.34%	29

Other funds holding RSPG

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

MATAURO New York $814M AUM 14.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ethos Financial Group King Of Prussia, Pennsylvania $1.88B AUM 15.44% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

HHM Wealth Advisors's RSPG Position: Q3 2026 in Review

HHM Wealth Advisors held its Invesco S&P 500 Equal Weight Energy ETF (RSPG) position steady in Q3 2026 at 200 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

HHM Wealth Advisors first reported a position in RSPG in Q4 2018 and has held it in 32 quarters since. The position peaked at $462K in Q4 2018. 119 funds tracked by Wall St. Rank hold RSPG as of Q3 2026.

HHM Wealth Advisors held 200 shares of Invesco S&P 500 Equal Weight Energy ETF worth $21.5K as of Q3 2026.
HHM Wealth Advisors left its Invesco S&P 500 Equal Weight Energy ETF share count unchanged in Q3 2026.
Invesco S&P 500 Equal Weight Energy ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q3 2026, its #539 holding.
HHM Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2018 and has held it in 32 quarters since.
HHM Wealth Advisors's Invesco S&P 500 Equal Weight Energy ETF position peaked at $462K in Q4 2018.
119 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q3 2026.

Based on HHM Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.