Wealth Enhancement Advisory Services
RSPG icon

Wealth Enhancement Advisory Services’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Wealth Enhancement Advisory 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 		$753K Sell
7,483
-374
-5% -$38.8K ﹤0.01% 2311
2026
Q1 		$838K Sell
7,857
-3,122
-28% -$297K ﹤0.01% 1926
2025
Q4 		$887K Sell
10,979
-646
-6% -$51.4K ﹤0.01% 2039
2025
Q3 		$929K Sell
11,625
-132
-1% -$10.1K ﹤0.01% 1916
2025
Q2 		$898K Sell
11,757
-49
-0.4% -$3.58K ﹤0.01% 1822
2025
Q1 		$967K Buy
11,806
+1,875
+19% +$151K ﹤0.01% 1616
2024
Q4 		$758K Buy
9,931
+6,185
+165% +$494K ﹤0.01% 1704
2024
Q3 		$287K Sell
3,746
-1,162
-24% -$91.5K ﹤0.01% 2208
2024
Q2 		$396K Sell
4,908
-100
-2% -$8.17K ﹤0.01% 1794
2024
Q1 		$416K Buy
5,008
+522
+12% +$39K ﹤0.01% 1702
2023
Q4 		$331K Sell
4,486
-65,329
-94% -$4.89M ﹤0.01% 1753
2023
Q3 		$5.36M Buy
+69,815
New +$5.27M 0.02% 563

Other funds holding RSPG

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
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
WAM
Walker Asset Management Verona, Missouri $198M AUM 27.67% 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

Wealth Enhancement Advisory Services's RSPG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 4.8% in Q2 2026, selling an estimated $38.8K and leaving 7,483 shares worth $753K. The position accounts for ﹤0.01% of the portfolio, ranked #2311.

Wealth Enhancement Advisory Services first reported a position in RSPG in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.36M in Q3 2023. 22 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 7,483 shares of Invesco S&P 500 Equal Weight Energy ETF worth $753K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 374 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $38.8K.
  • Invesco S&P 500 Equal Weight Energy ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2311 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Invesco S&P 500 Equal Weight Energy ETF position peaked at $5.36M in Q3 2023.
  • 22 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.