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

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

Longview Financial Advisors's RSPG Position: Q2 2026 in Review

Longview Financial Advisors increased its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 4.3% in Q2 2026, buying an estimated $26K and bringing the position to 6,039 shares worth $592K. 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 11 quarters since. The position peaked at $634K in Q1 2026. 154 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

Longview Financial Advisors held 6,039 shares of Invesco S&P 500 Equal Weight Energy ETF worth $592K as of Q2 2026.
Longview Financial Advisors bought 251 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $26K.
Invesco S&P 500 Equal Weight Energy ETF made up 0.35% of Longview Financial Advisors's portfolio in Q2 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 11 quarters since.
Longview Financial Advisors's Invesco S&P 500 Equal Weight Energy ETF position peaked at $634K in Q1 2026.
154 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on Longview Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.