YWM
RSPG icon

Yoder Wealth Management’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Yoder Wealth Management’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 		$302K Sell
2,809
-89
-3% -$9.7K 0.11% 106
2026
Q2 		$284K Buy
2,898
+20
+0.7% +$2.07K 0.11% 105
2026
Q1 		$315K Buy
2,878
+286
+11% +$27.2K 0.14% 94
2025
Q4 		$206K Buy
+2,592
New +$206K 0.09% 115

Other funds holding RSPG

Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return
ST
Somerset Trust Somerset, Pennsylvania $354M AUM 20.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Yoder Wealth Management's RSPG Position: Q3 2026 in Review

Yoder Wealth Management reduced its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 3.1% in Q3 2026, selling an estimated $9.7K and leaving 2,809 shares worth $302K. The position accounts for 0.11% of the portfolio, ranked #106.

Yoder Wealth Management first reported a position in RSPG in Q4 2025 and has held it in 4 quarters since. The position peaked at $315K in Q1 2026. 23 funds tracked by Wall St. Rank hold RSPG as of Q3 2026.

  • Yoder Wealth Management held 2,809 shares of Invesco S&P 500 Equal Weight Energy ETF worth $302K as of Q3 2026.
  • Yoder Wealth Management sold 89 Invesco S&P 500 Equal Weight Energy ETF shares in Q3 2026, an estimated $9.7K.
  • Invesco S&P 500 Equal Weight Energy ETF made up 0.11% of Yoder Wealth Management's portfolio in Q3 2026, its #106 holding.
  • Yoder Wealth Management first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2025 and has held it in 4 quarters since.
  • Yoder Wealth Management's Invesco S&P 500 Equal Weight Energy ETF position peaked at $315K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.