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

Northwest Wealth 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	$751K	Sell	7,662 -1,592	-17%	-$165K	0.43%	37
2026 Q1	$1.01M	Buy	9,254 +1,262	+16%	+$120K	0.72%	25
2025 Q4	$636K	Buy	+7,992	New	+$636K	0.5%	35

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 Wealth Advisors's RSPG Position: Q2 2026 in Review

Northwest Wealth Advisors reduced its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 17% in Q2 2026, selling an estimated $165K and leaving 7,662 shares worth $751K. The position accounts for 0.43% of the portfolio, ranked #37.

Northwest Wealth Advisors first reported a position in RSPG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.01M in Q1 2026. 154 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

Northwest Wealth Advisors held 7,662 shares of Invesco S&P 500 Equal Weight Energy ETF worth $751K as of Q2 2026.
Northwest Wealth Advisors sold 1,592 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $165K.
Invesco S&P 500 Equal Weight Energy ETF made up 0.43% of Northwest Wealth Advisors's portfolio in Q2 2026, its #37 holding.
Northwest Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2025 and has held it in 3 quarters since.
Northwest Wealth Advisors's Invesco S&P 500 Equal Weight Energy ETF position peaked at $1.01M 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 Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.