Clearstead Advisors’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$340K	Sell	4,777 -190	-4%	-$13.5K	﹤0.01%	720
2025 Q1	$346K	Buy	+4,967	New	+$346K	0.01%	666
2024 Q4	–	Sell	-8,579	Closed	-$589K	–	2176
2024 Q3	$589K	Buy	+8,579	New	+$589K	0.01%	530