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

Bogart Wealth LLC’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 		$14.5K Sell
179
-60,011
-100% -$4.75M ﹤0.01% 810
2025
Q4 		$4.5M Buy
60,190
+22,036
+58% +$1.7M 0.18% 100
2025
Q3 		$2.92M Buy
38,154
+1,305
+4% +$96.7K 0.12% 108
2025
Q2 		$2.62M Buy
36,849
+36,609
+15,254% +$2.56M 0.11% 109
2025
Q1 		$16.7K Buy
+240
New +$16.3K ﹤0.01% 631

Other funds holding RSPU

LPL Financial
LPL Financial San Diego, California $377B 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

Bogart Wealth LLC's RSPU Position: Q1 2026 in Review

Bogart Wealth LLC reduced its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 100% in Q1 2026, selling an estimated $4.75M and leaving 179 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Bogart Wealth LLC first reported a position in RSPU in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.5M in Q4 2025. 125 funds tracked by Wall St. Rank hold RSPU as of Q1 2026.

  • Bogart Wealth LLC held 179 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $14.5K as of Q1 2026.
  • Bogart Wealth LLC sold 60,011 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2026, an estimated $4.75M.
  • Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #810 holding.
  • Bogart Wealth LLC first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2025 and has held it in 5 quarters since.
  • Bogart Wealth LLC's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $4.5M in Q4 2025.
  • 125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.