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

Northwest 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	$230K	Hold	2,347	–	–	0.03%	84
2026 Q1	$257K	Buy	+2,347	New	+$224K	0.5%	57
2024 Q4	–	Sell	-2,347	Closed	-$180K	–	444
2024 Q3	$180K	Buy	+2,347	New	+$185K	0.14%	108
2024 Q1	–	Sell	-2,347	Closed	-$173K	–	423
2023 Q4	$173K	Buy	+2,347	New	+$176K	0.15%	97

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

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

Northwest Financial Advisors held its Invesco S&P 500 Equal Weight Energy ETF (RSPG) position steady in Q2 2026 at 2,347 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #84.

Northwest Financial Advisors first reported a position in RSPG in Q4 2023 and has held it in 4 quarters since. The position peaked at $257K in Q1 2026. 154 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

Northwest Financial Advisors held 2,347 shares of Invesco S&P 500 Equal Weight Energy ETF worth $230K as of Q2 2026.
Northwest Financial Advisors left its Invesco S&P 500 Equal Weight Energy ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight Energy ETF made up 0.03% of Northwest Financial Advisors's portfolio in Q2 2026, its #84 holding.
Northwest Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2023 and has held it in 4 quarters since.
Northwest Financial Advisors's Invesco S&P 500 Equal Weight Energy ETF position peaked at $257K 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 Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.