Wealthcare Advisory Partners’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Wealthcare Advisory Partners’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	$327K	Buy	3,342 +14	+0.4%	+$1.45K	0.01%	845
2026 Q1	$364K	Buy	3,328 +93	+3%	+$8.86K	0.01%	806
2025 Q4	$257K	Sell	3,235 -1,401	-30%	-$111K	0.01%	936
2025 Q3	$369K	Sell	4,636 -9	-0.2%	-$690	0.01%	768
2025 Q2	$346K	Sell	4,645 -563	-11%	-$41.1K	0.01%	747
2025 Q1	$426K	Buy	5,208 +223	+4%	+$18K	0.01%	625
2024 Q4	$381K	Sell	4,985 -207	-4%	-$16.5K	0.01%	641
2024 Q3	$398K	Sell	5,192 -76	-1%	-$5.98K	0.01%	629
2024 Q2	$425K	Sell	5,268 -365	-6%	-$29.8K	0.01%	572
2024 Q1	$468K	Sell	5,633 -11	-0.2%	-$823	0.02%	554
2023 Q4	$416K	Buy	+5,644	New	+$422K	0.02%	522

Other funds holding RSPG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 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

Wealthcare Advisory Partners's RSPG Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 0.42% in Q2 2026, buying an estimated $1.45K and bringing the position to 3,342 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #845.

Wealthcare Advisory Partners first reported a position in RSPG in Q4 2023 and has held it in 11 quarters since. The position peaked at $468K in Q1 2024. 154 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

Wealthcare Advisory Partners held 3,342 shares of Invesco S&P 500 Equal Weight Energy ETF worth $327K as of Q2 2026.
Wealthcare Advisory Partners bought 14 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $1.45K.
Invesco S&P 500 Equal Weight Energy ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #845 holding.
Wealthcare Advisory Partners first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2023 and has held it in 11 quarters since.
Wealthcare Advisory Partners's Invesco S&P 500 Equal Weight Energy ETF position peaked at $468K in Q1 2024.
154 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.