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COMPASS FINANCIAL MANAGEMENT LLC’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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
Q2 		$157K Buy
+1,938
New +$156K 0.02% 465

Other funds holding RSPU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
RFS
RM Financial Services Falmouth, Maine $135M AUM
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $412M AUM 24.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's RSPU Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q2 2026: 1,938 shares worth $157K. The stake represents 0.02% of the portfolio and ranks #465 among its holdings.

102 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 1,938 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $157K as of Q2 2026.
  • Invesco S&P 500 Equal Weight Utilities ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Invesco S&P 500 Equal Weight Utilities ETF made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #465 holding.
  • 102 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.