WAM
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Walker Asset Management’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Walker Asset 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 		$656K Buy
6,698
+130
+2% +$13.5K 0.33% 61
2026
Q1 		$719K Sell
6,568
-266
-4% -$25.3K 0.39% 53
2025
Q4 		$544K Buy
6,834
+81
+1% +$6.44K 0.29% 61
2025
Q3 		$538K Buy
6,753
+638
+10% +$48.9K 0.3% 60
2025
Q2 		$455K Sell
6,115
-39
-0.6% -$2.85K 0.26% 66
2025
Q1 		$504K Sell
6,154
-280
-4% -$22.6K 0.31% 54
2024
Q4 		$491K Buy
6,434
+61
+1% +$4.87K 0.3% 55
2024
Q3 		$488K Sell
6,373
-147
-2% -$11.6K 0.3% 54
2024
Q2 		$526K Sell
6,520
-10
-0.2% -$817 0.35% 45
2024
Q1 		$543K Sell
6,530
-349
-5% -$26.1K 0.36% 46
2023
Q4 		$507K Buy
6,879
+8
+0.1% +$598 0.37% 44
2023
Q3 		$527K Sell
6,871
-86
-1% -$6.49K 0.47% 40
2023
Q2 		$476K Sell
6,957
-181
-3% -$12.2K 0.39% 46
2023
Q1 		$488K Buy
7,138
+25
+0.4% +$1.77K 0.42% 46
2022
Q4 		$517K Sell
7,113
-372
-5% -$27.3K 0.45% 41
2022
Q3 		$457K Buy
7,485
+401
+6% +$25.9K 0.41% 42
2022
Q2 		$436K Buy
7,084
+860
+14% +$60.2K 0.39% 43
2022
Q1 		$419K Buy
+6,224
New +$372K 0.34% 47

Other funds holding RSPG

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
SI
Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
ST
Somerset Trust Somerset, Pennsylvania $354M AUM 26.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return