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 Q3	$716K	Sell	6,225 -1,258	-17%	-$137K	﹤0.01%	2467
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

MATAURO New York $814M AUM 14.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Guild Investment Management Los Angeles, California $157M AUM 19.25% 1-Year Est. Return

Oarsman Capital Milwaukee, Wisconsin $990M AUM 15.7% 1-Year Est. Return

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

Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $346M AUM 20.07% 1-Year Est. Return

Wealth Enhancement Advisory Services's RSPG Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 17% in Q3 2026, selling an estimated $137K and leaving 6,225 shares worth $716K. The position accounts for ﹤0.01% of the portfolio, ranked #2467.

Wealth Enhancement Advisory Services first reported a position in RSPG in Q3 2023 and has held it in 13 quarters since. The position peaked at $5.36M in Q3 2023. 67 funds tracked by Wall St. Rank hold RSPG as of Q3 2026.

Wealth Enhancement Advisory Services held 6,225 shares of Invesco S&P 500 Equal Weight Energy ETF worth $716K as of Q3 2026.
Wealth Enhancement Advisory Services sold 1,258 Invesco S&P 500 Equal Weight Energy ETF shares in Q3 2026, an estimated $137K.
Invesco S&P 500 Equal Weight Energy ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2467 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 13 quarters since.
Wealth Enhancement Advisory Services's Invesco S&P 500 Equal Weight Energy ETF position peaked at $5.36M in Q3 2023.
67 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.