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Novak & Powell Financial Services’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Novak & Powell Financial Services’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 		$241K Buy
2,461
+426
+21% +$44.2K 0.11% 153
2026
Q1 		$223K Buy
+2,035
New +$194K 0.12% 152

Other funds holding RSPG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
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

Novak & Powell Financial Services's RSPG Position: Q2 2026 in Review

Novak & Powell Financial Services increased its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 21% in Q2 2026, buying an estimated $44.2K and bringing the position to 2,461 shares worth $241K. The position accounts for 0.11% of the portfolio, ranked #153.

Novak & Powell Financial Services first reported a position in RSPG in Q1 2026 and has held it in 2 quarters since. 155 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

  • Novak & Powell Financial Services held 2,461 shares of Invesco S&P 500 Equal Weight Energy ETF worth $241K as of Q2 2026.
  • Novak & Powell Financial Services bought 426 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $44.2K.
  • Invesco S&P 500 Equal Weight Energy ETF made up 0.11% of Novak & Powell Financial Services's portfolio in Q2 2026, its #153 holding.
  • Novak & Powell Financial Services first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2026 and has held it in 2 quarters since.
  • 155 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.