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

BKM Wealth 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
2024
Q1 		– Sell
-1,881
Closed -$103K – 481
2023
Q4 		$103K Buy
+1,881
New +$98.8K 0.04% 198

Other funds holding RSPU

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

BKM Wealth Management's RSPU Position: Q1 2024 in Review

BKM Wealth Management sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q1 2024, closing a stake of 1,881 shares — an estimated $103K sold.

BKM Wealth Management first reported a position in RSPU in Q4 2023 and held it in 1 quarter. The position peaked at $103K in Q4 2023. 96 funds tracked by Wall St. Rank hold RSPU as of Q1 2024.

  • BKM Wealth Management reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 1,881 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2024, an estimated $103K.
  • BKM Wealth Management first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $103K in Q4 2023.
  • 96 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.