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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$283K	Hold	3,800	–	–	0.02%	591
2025 Q1	$314K	Sell	3,800 -3,800	-50%	-$314K	0.03%	535
2024 Q4	$580K	Buy	7,600 +3,800	+100%	+$290K	0.04%	400
2024 Q3	$290K	Hold	3,800	–	–	0.02%	576
2024 Q2	$306K	Buy	+3,800	New	+$306K	0.03%	511