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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
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% -$67.3K 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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
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

HHM Wealth Advisors's RSPG Position: Q2 2026 in Review

HHM Wealth Advisors held its Invesco S&P 500 Equal Weight Energy ETF (RSPG) position steady in Q2 2026 at 200 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

HHM Wealth Advisors first reported a position in RSPG in Q4 2018 and has held it in 31 quarters since. The position peaked at $462K in Q4 2018. 154 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

  • HHM Wealth Advisors held 200 shares of Invesco S&P 500 Equal Weight Energy ETF worth $19.6K as of Q2 2026.
  • HHM Wealth Advisors 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 ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #535 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 31 quarters since.
  • HHM Wealth Advisors's Invesco S&P 500 Equal Weight Energy ETF position peaked at $462K in Q4 2018.
  • 154 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.