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Action Point Financial Planning’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Action Point Financial Planning’s Portfolio RSPU Stock Details RSPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$162 Buy
+2
New +$161 ﹤0.01% 2710

Other funds holding RSPU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
DWM
Denver Wealth Management Denver, Colorado $349M AUM 24.65% 1-Year Est. Return
SIM
Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Action Point Financial Planning's RSPU Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q2 2026: 2 shares worth $162. The stake represents ﹤0.01% of the portfolio and ranks #2710 among its holdings.

130 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

  • Action Point Financial Planning held 2 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $162 as of Q2 2026.
  • Invesco S&P 500 Equal Weight Utilities ETF was a new Action Point Financial Planning position in Q2 2026.
  • Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2710 holding.
  • 130 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.