Howe & Rusling’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Howe & Rusling’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	$64.6K	Hold	659	–	–	﹤0.01%	367
2026 Q1	$72.1K	Hold	659	–	–	﹤0.01%	344
2025 Q4	$52.4K	Hold	659	–	–	﹤0.01%	367
2025 Q3	$52.5K	Hold	659	–	–	﹤0.01%	350
2025 Q2	$49.1K	Hold	659	–	–	﹤0.01%	349
2025 Q1	$54K	Hold	659	–	–	﹤0.01%	327
2024 Q4	$50.3K	Hold	659	–	–	﹤0.01%	313
2024 Q3	$50.5K	Buy	+659	New	+$51.9K	﹤0.01%	300

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

Howe & Rusling's RSPG Position: Q2 2026 in Review

Howe & Rusling held its Invesco S&P 500 Equal Weight Energy ETF (RSPG) position steady in Q2 2026 at 659 shares worth $64.6K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Howe & Rusling first reported a position in RSPG in Q3 2024 and has held it in 8 quarters since. The position peaked at $72.1K in Q1 2026. 155 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

Howe & Rusling held 659 shares of Invesco S&P 500 Equal Weight Energy ETF worth $64.6K as of Q2 2026.
Howe & Rusling 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 Howe & Rusling's portfolio in Q2 2026, its #367 holding.
Howe & Rusling first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q3 2024 and has held it in 8 quarters since.
Howe & Rusling's Invesco S&P 500 Equal Weight Energy ETF position peaked at $72.1K in Q1 2026.
155 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.