Berger Financial Group’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Berger Financial Group’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 Q3	$692K	Buy	9,866 +33	+0.3%	+$2.55K	0.03%	264
2026 Q2	$798K	Buy	9,833 +24	+0.2%	+$1.93K	0.04%	240
2026 Q1	$796K	Buy	9,809 +2	+0%	+$158	0.04%	228
2025 Q4	$733K	Buy	9,807 +110	+1%	+$8.48K	0.04%	244
2025 Q3	$743K	Buy	9,697 +22	+0.2%	+$1.63K	0.04%	237
2025 Q2	$688K	Buy	9,675 +7	+0.1%	+$490	0.04%	233
2025 Q1	$673K	Sell	9,668 -1,222	-11%	-$83K	0.05%	221
2024 Q4	$716K	Hold	10,890	–	–	0.05%	210
2024 Q3	$748K	Sell	10,890 -1,822	-14%	-$115K	0.05%	186
2024 Q2	$738K	Sell	12,712 -2,322	-15%	-$136K	0.06%	171
2024 Q1	$851K	Buy	+15,034	New	+$808K	0.07%	161

Other funds holding RSPU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Studio Investment Management Chicago, Illinois $589M AUM 11.75% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Redstone Wealth Management Oklahoma City, Oklahoma $159M AUM 31.94% 1-Year Est. Return

Denver Wealth Management Denver, Colorado $404M AUM 15.92% 1-Year Est. Return

Berger Financial Group's RSPU Position: Q3 2026 in Review

Berger Financial Group increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 0.34% in Q3 2026, buying an estimated $2.55K and bringing the position to 9,866 shares worth $692K. The position accounts for 0.03% of the portfolio, ranked #264.

Berger Financial Group first reported a position in RSPU in Q1 2024 and has held it in 11 quarters since. The position peaked at $851K in Q1 2024. 96 funds tracked by Wall St. Rank hold RSPU as of Q3 2026.

Berger Financial Group held 9,866 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $692K as of Q3 2026.
Berger Financial Group bought 33 Invesco S&P 500 Equal Weight Utilities ETF shares in Q3 2026, an estimated $2.55K.
Invesco S&P 500 Equal Weight Utilities ETF made up 0.03% of Berger Financial Group's portfolio in Q3 2026, its #264 holding.
Berger Financial Group first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2024 and has held it in 11 quarters since.
Berger Financial Group's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $851K in Q1 2024.
96 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q3 2026.

Based on Berger Financial Group's 13F filing for Q3 2026, filed 10 Nov 2026.