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 Q2	$54.4K	Buy	670 +4	+0.6%	+$321	﹤0.01%	983
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 $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Financial Designs's RSPU Position: Q2 2026 in Review

Creative Financial Designs increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 0.6% in Q2 2026, buying an estimated $321 and bringing the position to 670 shares worth $54.4K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Creative Financial Designs first reported a position in RSPU in Q2 2022 and has held it in 17 quarters since. 132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

Creative Financial Designs held 670 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $54.4K as of Q2 2026.
Creative Financial Designs bought 4 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $321.
Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #983 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 17 quarters since.
132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.