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

Valley Wealth Managers’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 Q3	$6.03M	Buy	+56,077	New	+$6.1M	0.34%	66
2015 Q1	–	Sell	-43,260	Closed	-$2.93M	–	108
2014 Q4	$2.93M	Buy	+43,260	New	+$3.15M	0.52%	44

Other funds holding RSPG

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWS

Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return

Somerset Trust Somerset, Pennsylvania $354M AUM 20.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

Valley Wealth Managers's RSPG Position: Q3 2026 in Review

Valley Wealth Managers opened a new position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q3 2026: 56,077 shares worth $6.03M. The stake represents 0.34% of the portfolio and ranks #66 among its holdings. This is a return to the name: Valley Wealth Managers previously reported a position in RSPG as recently as Q4 2014.

Valley Wealth Managers first reported a position in RSPG in Q4 2014 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold RSPG as of Q3 2026.

Valley Wealth Managers held 56,077 shares of Invesco S&P 500 Equal Weight Energy ETF worth $6.03M as of Q3 2026.
Invesco S&P 500 Equal Weight Energy ETF was a new Valley Wealth Managers position in Q3 2026.
Invesco S&P 500 Equal Weight Energy ETF made up 0.34% of Valley Wealth Managers's portfolio in Q3 2026, its #66 holding.
Valley Wealth Managers first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2014 and has held it in 2 quarters since.
23 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.