Atria Wealth Solutions’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.15M	Sell	58,398 -129,245	-69%	-$9.05M	0.09%	247
2025 Q1	$13.1M	Sell	187,643 -916	-0.5%	-$62.2K	0.16%	141
2024 Q4	$12.4M	Buy	188,559 +1,378	+0.7%	+$93.8K	0.14%	159
2024 Q3	$12.9M	Buy	187,181 +1,804	+1%	+$114K	0.14%	161
2024 Q2	$10.8M	Buy	185,377 +27,108	+17%	+$1.59M	0.12%	178
2024 Q1	$8.96M	Buy	158,269 +9,386	+6%	+$505K	0.1%	209
2023 Q4	$8.12M	Sell	148,883 -2,499	-2%	-$131K	0.1%	205
2023 Q3	$7.61M	Buy	151,382 +9,904	+7%	+$541K	0.11%	196
2023 Q2	$7.82M	Sell	141,478 -248	-0.2%	-$14K	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%	+$46K	0.14%	161
2022 Q3	$7.82M	Buy	146,664 +4,082	+3%	+$243K	0.14%	157
2022 Q2	$8.14M	Sell	142,582 -5,288	-4%	-$314K	0.16%	140
2022 Q1	$8.94M	Buy	+147,870	New	+$8.31M	0.15%	147