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

IHT Wealth Management’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	$2.35M	Sell	23,993 -3,115	-11%	-$323K	0.05%	352
2026 Q1	$2.97M	Sell	27,108 -1,338	-5%	-$127K	0.07%	282
2025 Q4	$2.26M	Buy	28,446 +324	+1%	+$25.8K	0.06%	314
2025 Q3	$2.24M	Buy	28,122 +8,211	+41%	+$630K	0.06%	309
2025 Q2	$1.48M	Buy	19,911 +75	+0.4%	+$5.47K	0.04%	383
2025 Q1	$1.62M	Buy	19,836 +2,031	+11%	+$164K	0.05%	337
2024 Q4	$1.36M	Sell	17,805 -4,030	-18%	-$322K	0.04%	355
2024 Q3	$1.67M	Sell	21,835 -3,169	-13%	-$249K	0.05%	364
2024 Q2	$2.02M	Buy	25,004 +1,013	+4%	+$82.7K	0.08%	257
2024 Q1	$1.99M	Buy	23,991 +1,978	+9%	+$148K	0.08%	252
2023 Q4	$1.62M	Buy	22,013 +2,491	+13%	+$186K	0.07%	265
2023 Q3	$1.5M	Buy	19,522 +1,775	+10%	+$134K	0.08%	253
2023 Q2	$1.21M	Buy	17,747 +7,019	+65%	+$474K	0.06%	292
2023 Q1	$733K	Buy	10,728 +444	+4%	+$31.5K	0.04%	386
2022 Q4	$748K	Buy	10,284 +1,599	+18%	+$117K	0.05%	368
2022 Q3	$530K	Buy	8,685 +3,327	+62%	+$215K	0.04%	442
2022 Q2	$330K	Sell	5,358 -1,548	-22%	-$108K	0.03%	500
2022 Q1	$465K	Buy	+6,906	New	+$413K	0.04%	430

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

IHT Wealth Management's RSPG Position: Q2 2026 in Review

IHT Wealth Management reduced its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 11% in Q2 2026, selling an estimated $323K and leaving 23,993 shares worth $2.35M. The position accounts for 0.05% of the portfolio, ranked #352.

IHT Wealth Management first reported a position in RSPG in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.97M in Q1 2026. 155 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

IHT Wealth Management held 23,993 shares of Invesco S&P 500 Equal Weight Energy ETF worth $2.35M as of Q2 2026.
IHT Wealth Management sold 3,115 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $323K.
Invesco S&P 500 Equal Weight Energy ETF made up 0.05% of IHT Wealth Management's portfolio in Q2 2026, its #352 holding.
IHT Wealth Management first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2022 and has held it in 18 quarters since.
IHT Wealth Management's Invesco S&P 500 Equal Weight Energy ETF position peaked at $2.97M 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 IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.