BFG
RSPU icon

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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
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
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