Atria Wealth Solutions’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.15M | Sell |
58,398
-129,245
| -69% | -$9.19M | 0.09% | 247 |
|
|
2025
Q1 | $13.1M | Sell |
187,643
-916
| -0.5% | -$63.8K | 0.16% | 141 |
|
|
2024
Q4 | $12.4M | Buy |
188,559
+1,378
| +0.7% | +$90.6K | 0.14% | 159 |
|
|
2024
Q3 | $12.9M | Buy |
187,181
+1,804
| +1% | +$124K | 0.14% | 161 |
|
|
2024
Q2 | $10.8M | Buy |
185,377
+27,108
| +17% | +$1.57M | 0.12% | 177 |
|
|
2024
Q1 | $8.96M | Buy |
158,269
+9,386
| +6% | +$531K | 0.1% | 209 |
|
|
2023
Q4 | $8.12M | Sell |
148,883
-2,499
| -2% | -$136K | 0.1% | 204 |
|
|
2023
Q3 | $7.61M | Buy |
151,382
+9,904
| +7% | +$498K | 0.11% | 196 |
|
|
2023
Q2 | $7.82M | Sell |
141,478
-248
| -0.2% | -$13.7K | 0.11% | 186 |
|
|
2023
Q1 | $8.04M | Sell |
141,726
-5,756
| -4% | -$326K | 0.12% | 172 |
|
|
2022
Q4 | $8.58M | Buy |
147,482
+818
| +0.6% | +$47.6K | 0.14% | 161 |
|
|
2022
Q3 | $7.82M | Buy |
146,664
+4,082
| +3% | +$218K | 0.14% | 157 |
|
|
2022
Q2 | $8.14M | Sell |
142,582
-5,288
| -4% | -$302K | 0.15% | 132 |
|
|
2022
Q1 | $8.94M | Buy |
+147,870
| New | +$8.94M | 0.15% | 147 |
|