Northwestern Mutual Wealth Management’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Northwestern Mutual Wealth Management’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	$231K	Sell	2,358 -12	-0.5%	-$1.25K	﹤0.01%	1938
2026 Q1	$259K	Sell	2,370 -325	-12%	-$31K	﹤0.01%	1790
2025 Q4	$214K	Buy	2,695 +318	+13%	+$25.3K	﹤0.01%	1839
2025 Q3	$189K	Sell	2,377 -923	-28%	-$70.8K	﹤0.01%	1826
2025 Q2	$246K	Buy	3,300 +1,654	+100%	+$121K	﹤0.01%	1649
2025 Q1	$135K	Sell	1,646 -543	-25%	-$43.8K	﹤0.01%	1820
2024 Q4	$167K	Buy	2,189 +732	+50%	+$58.4K	﹤0.01%	1727
2024 Q3	$112K	Sell	1,457 -147	-9%	-$11.6K	﹤0.01%	1851
2024 Q2	$129K	Sell	1,604 -1,051	-40%	-$85.8K	﹤0.01%	1734
2024 Q1	$221K	Buy	2,655 +273	+11%	+$20.4K	﹤0.01%	1515
2023 Q4	$176K	Buy	2,382 +76	+3%	+$5.68K	﹤0.01%	1551
2023 Q3	$177K	Sell	2,306 -34	-1%	-$2.56K	﹤0.01%	1500
2023 Q2	$160K	Sell	2,340 -108	-4%	-$7.29K	﹤0.01%	1552
2023 Q1	$167K	Buy	2,448 +40	+2%	+$2.84K	﹤0.01%	1507
2022 Q4	$175K	Buy	2,408 +574	+31%	+$42.1K	﹤0.01%	1461
2022 Q3	$112K	Buy	1,834 +142	+8%	+$9.18K	﹤0.01%	1600
2022 Q2	$104K	Buy	1,692 +50	+3%	+$3.5K	﹤0.01%	1631
2022 Q1	$111K	Buy	1,642 +292	+22%	+$17.5K	﹤0.01%	1661
2021 Q4	$64K	Hold	1,350	–	–	﹤0.01%	1891
2021 Q3	$61K	Buy	+1,350	New	+$55.8K	﹤0.01%	1834
2019 Q1	–	Sell	-8	Closed	–	–	2684
2018 Q4	$0	Buy	+8	New	+$422	﹤0.01%	2614
2017 Q3	–	Sell	-900	Closed	-$48K	–	2244
2017 Q2	$48K	Buy	+900	New	+$49.8K	﹤0.01%	1108
2016 Q4	–	Sell	-250	Closed	-$15K	–	2489
2016 Q3	$15K	Buy	+250	New	+$14.2K	﹤0.01%	1364
2015 Q3	–	Sell	-88	Closed	-$6K	–	1808
2015 Q2	$6K	Buy	+88	New	+$6.06K	﹤0.01%	1102

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

Northwestern Mutual Wealth Management's RSPG Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 0.51% in Q2 2026, selling an estimated $1.25K and leaving 2,358 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1938.

Northwestern Mutual Wealth Management first reported a position in RSPG in Q2 2015 and has held it in 24 quarters since. The position peaked at $259K in Q1 2026. 154 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

Northwestern Mutual Wealth Management held 2,358 shares of Invesco S&P 500 Equal Weight Energy ETF worth $231K as of Q2 2026.
Northwestern Mutual Wealth Management sold 12 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $1.25K.
Invesco S&P 500 Equal Weight Energy ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1938 holding.
Northwestern Mutual Wealth Management first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q2 2015 and has held it in 24 quarters since.
Northwestern Mutual Wealth Management's Invesco S&P 500 Equal Weight Energy ETF position peaked at $259K 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 Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.