Belpointe Asset Management’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Belpointe Asset Management’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 Q1	$303K	Buy	+3,731	New	+$295K	0.01%	859
2023 Q2	–	Sell	-874	Closed	-$49.6K	–	2801
2023 Q1	$49.6K	Sell	874 -6	-0.7%	-$339	﹤0.01%	1703
2022 Q4	$51.2K	Sell	880 -3,624	-80%	-$204K	﹤0.01%	1596
2022 Q3	$240K	Sell	4,504 -1,146	-20%	-$68.3K	0.02%	765
2022 Q2	$323K	Sell	5,650 -848	-13%	-$50.3K	0.02%	648
2022 Q1	$393K	Sell	6,498 -4	-0.1%	-$225	0.02%	618
2021 Q4	$371K	Sell	6,502 -48	-0.7%	-$2.58K	0.02%	625
2021 Q3	$336K	Buy	6,550 +116	+2%	+$6.26K	0.02%	642
2021 Q2	$332K	Buy	+6,434	New	+$342K	0.02%	638

Other funds holding RSPU

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

SIM

Studio Investment Management Chicago, Illinois $555M AUM 15.74% 1-Year Est. Return

DWM

Denver Wealth Management Denver, Colorado $291M AUM 17.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $814M AUM 18.17% 1-Year Est. Return

Belpointe Asset Management's RSPU Position: Q1 2026 in Review

Belpointe Asset Management opened a new position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q1 2026: 3,731 shares worth $303K. The stake represents 0.01% of the portfolio and ranks #859 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in RSPU as recently as Q1 2023.

Belpointe Asset Management first reported a position in RSPU in Q2 2021 and has held it in 9 quarters since. The position peaked at $393K in Q1 2022. 125 funds tracked by Wall St. Rank hold RSPU as of Q1 2026.

Belpointe Asset Management held 3,731 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $303K as of Q1 2026.
Invesco S&P 500 Equal Weight Utilities ETF was a new Belpointe Asset Management position in Q1 2026.
Invesco S&P 500 Equal Weight Utilities ETF made up 0.01% of Belpointe Asset Management's portfolio in Q1 2026, its #859 holding.
Belpointe Asset Management first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2021 and has held it in 9 quarters since.
Belpointe Asset Management's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $393K in Q1 2022.
125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.