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

Longview Financial 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 Q3	$609K	Sell	5,669 -370	-6%	-$40.2K	0.35%	28
2026 Q2	$592K	Buy	6,039 +251	+4%	+$26K	0.35%	28
2026 Q1	$634K	Sell	5,788 -519	-8%	-$49.4K	0.39%	28
2025 Q4	$502K	Sell	6,307 -954	-13%	-$75.9K	0.34%	30
2025 Q3	$578K	Buy	7,261 +1,004	+16%	+$77K	0.41%	27
2025 Q2	$466K	Sell	6,257 -352	-5%	-$25.7K	0.4%	28
2025 Q1	$541K	Sell	6,609 -145	-2%	-$11.7K	0.46%	25
2024 Q4	$516K	Buy	6,754 +311	+5%	+$24.8K	0.41%	29
2024 Q3	$494K	Sell	6,443 -218	-3%	-$17.2K	0.36%	30
2024 Q2	$537K	Buy	6,661 +618	+10%	+$50.5K	0.41%	29
2024 Q1	$502K	Buy	6,043 +7	+0.1%	+$524	0.38%	29
2023 Q4	$445K	Buy	+6,036	New	+$452K	0.36%	28

Other funds holding RSPG

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return

Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $346M AUM 20.07% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Tableaux Stockbridge, Massachusetts $245M AUM 18.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return

Longview Financial Advisors's RSPG Position: Q3 2026 in Review

Longview Financial Advisors reduced its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 6.1% in Q3 2026, selling an estimated $40.2K and leaving 5,669 shares worth $609K. The position accounts for 0.35% of the portfolio, ranked #28.

Longview Financial Advisors first reported a position in RSPG in Q4 2023 and has held it in 12 quarters since. The position peaked at $634K in Q1 2026. 42 funds tracked by Wall St. Rank hold RSPG as of Q3 2026.

Longview Financial Advisors held 5,669 shares of Invesco S&P 500 Equal Weight Energy ETF worth $609K as of Q3 2026.
Longview Financial Advisors sold 370 Invesco S&P 500 Equal Weight Energy ETF shares in Q3 2026, an estimated $40.2K.
Invesco S&P 500 Equal Weight Energy ETF made up 0.35% of Longview Financial Advisors's portfolio in Q3 2026, its #28 holding.
Longview Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2023 and has held it in 12 quarters since.
Longview Financial Advisors's Invesco S&P 500 Equal Weight Energy ETF position peaked at $634K in Q1 2026.
42 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q3 2026.

Based on Longview Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.