Howard Financial Services’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Howard Financial Services’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	$467K	Buy	4,767 +1,379	+41%	+$143K	0.05%	153
2026 Q1	$371K	Buy	3,388 +37	+1%	+$3.52K	0.04%	156
2025 Q4	$267K	Buy	3,351 +5	+0.1%	+$398	0.03%	170
2025 Q3	$266K	Buy	3,346 +10	+0.3%	+$767	0.03%	158
2025 Q2	$248K	Sell	3,336 -500	-13%	-$36.5K	0.03%	153
2025 Q1	$314K	Buy	+3,836	New	+$309K	0.04%	137

Other funds holding RSPG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 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

Howard Financial Services's RSPG Position: Q2 2026 in Review

Howard Financial Services increased its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 41% in Q2 2026, buying an estimated $143K and bringing the position to 4,767 shares worth $467K. The position accounts for 0.05% of the portfolio, ranked #153.

Howard Financial Services first reported a position in RSPG in Q1 2025 and has held it in 6 quarters since. 154 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

Howard Financial Services held 4,767 shares of Invesco S&P 500 Equal Weight Energy ETF worth $467K as of Q2 2026.
Howard Financial Services bought 1,379 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $143K.
Invesco S&P 500 Equal Weight Energy ETF made up 0.05% of Howard Financial Services's portfolio in Q2 2026, its #153 holding.
Howard Financial Services first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2025 and has held it in 6 quarters since.
154 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.