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

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

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

Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return