Brooks Moore & Associates’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Brooks Moore & Associates’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	–	Sell	-4,535	Closed	-$339K	–	113
2025 Q4	$339K	Sell	4,535 -500	-10%	-$38.6K	0.17%	87
2025 Q3	$386K	Sell	5,035 -75	-1%	-$5.56K	0.2%	82
2025 Q2	$383K	Buy	+5,110	New	+$358K	0.21%	80

Other funds holding RSPU

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $814M AUM 18.17% 1-Year Est. Return

Brooks Moore & Associates's RSPU Position: Q1 2026 in Review

Brooks Moore & Associates sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q1 2026, closing a stake of 4,535 shares — an estimated $339K sold.

Brooks Moore & Associates first reported a position in RSPU in Q2 2025 and held it in 3 quarters. The position peaked at $386K in Q3 2025. 125 funds tracked by Wall St. Rank hold RSPU as of Q1 2026.

Brooks Moore & Associates reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q1 2026 after selling out during the quarter.
Brooks Moore & Associates sold 4,535 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2026, an estimated $339K.
Brooks Moore & Associates first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2025 and held it in 3 quarters.
Brooks Moore & Associates's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $386K in Q3 2025.
125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2026.

Based on Brooks Moore & Associates's 13F filing for Q1 2026, filed 15 May 2026.