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 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 $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

Berger Financial Group's RSPU Position: Q2 2026 in Review

Berger Financial Group increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 0.24% in Q2 2026, buying an estimated $1.93K and bringing the position to 9,833 shares worth $798K. The position accounts for 0.04% of the portfolio, ranked #240.

Berger Financial Group first reported a position in RSPU in Q1 2024 and has held it in 10 quarters since. The position peaked at $851K in Q1 2024. 132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

Berger Financial Group held 9,833 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $798K as of Q2 2026.
Berger Financial Group bought 24 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $1.93K.
Invesco S&P 500 Equal Weight Utilities ETF made up 0.04% of Berger Financial Group's portfolio in Q2 2026, its #240 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 10 quarters since.
Berger Financial Group's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $851K in Q1 2024.
132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.