LFA
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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
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

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
SI
Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
ST
Somerset Trust Somerset, Pennsylvania $354M AUM 26.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return