Creative Financial Designs’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Creative Financial Designs’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	$54K	Buy	666 +4	+0.6%	+$317	﹤0.01%	875
2025 Q4	$49.5K	Buy	662 +4	+0.6%	+$309	﹤0.01%	865
2025 Q3	$50.4K	Buy	658 +5	+0.8%	+$370	﹤0.01%	848
2025 Q2	$46.5K	Buy	653 +4	+0.6%	+$280	﹤0.01%	884
2025 Q1	$45.2K	Buy	649 +4	+0.6%	+$272	﹤0.01%	858
2024 Q4	$42.4K	Buy	645 +4	+0.6%	+$272	﹤0.01%	840
2024 Q3	$44K	Buy	641 +5	+0.8%	+$316	﹤0.01%	810
2024 Q2	$36.9K	Buy	636 +4	+0.6%	+$234	﹤0.01%	837
2024 Q1	$35.8K	Buy	632 +3	+0.5%	+$161	﹤0.01%	819
2023 Q4	$34.3K	Buy	629 +6	+1%	+$315	﹤0.01%	770
2023 Q3	$31.3K	Buy	623 +5	+0.8%	+$273	﹤0.01%	746
2023 Q2	$34.2K	Buy	618 +4	+0.7%	+$226	﹤0.01%	730
2023 Q1	$34.8K	Buy	614 +4	+0.7%	+$226	﹤0.01%	677
2022 Q4	$35.5K	Buy	610 +2	+0.3%	+$112	0.01%	632
2022 Q3	$32K	Buy	608 +4	+0.7%	+$238	0.01%	632
2022 Q2	$34K	Buy	+604	New	+$35.8K	0.01%	625

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 $38.8B AUM 21.88% 1-Year Est. Return

VFG

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

Creative Financial Designs's RSPU Position: Q1 2026 in Review

Creative Financial Designs increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 0.6% in Q1 2026, buying an estimated $317 and bringing the position to 666 shares worth $54K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

Creative Financial Designs first reported a position in RSPU in Q2 2022 and has held it in 16 quarters since. 125 funds tracked by Wall St. Rank hold RSPU as of Q1 2026.

Creative Financial Designs held 666 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $54K as of Q1 2026.
Creative Financial Designs bought 4 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2026, an estimated $317.
Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #875 holding.
Creative Financial Designs first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2022 and has held it in 16 quarters since.
125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.