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 Q2	–	Sell	-3,731	Closed	-$303K	–	1217
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 $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Belpointe Asset Management's RSPU Position: Q2 2026 in Review

Belpointe Asset Management sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q2 2026, closing a stake of 3,731 shares — an estimated $303K sold.

Belpointe Asset Management first reported a position in RSPU in Q2 2021 and held it in 9 quarters. The position peaked at $393K in Q1 2022. 132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

Belpointe Asset Management reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q2 2026 after selling out during the quarter.
Belpointe Asset Management sold 3,731 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $303K.
Belpointe Asset Management first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2021 and held it in 9 quarters.
Belpointe Asset Management's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $393K in Q1 2022.
132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.