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

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

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. 154 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.
  • 154 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.