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

Creative Planning’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	$222K	Buy	+2,734	New	+$217K	﹤0.01%	3661
2022 Q4	–	Sell	-3,874	Closed	-$206K	–	2590
2022 Q3	$206K	Hold	3,874	–	–	﹤0.01%	1898
2022 Q2	$221K	Buy	+3,874	New	+$230K	﹤0.01%	1820
2017 Q3	–	Sell	-2,118	Closed	-$90K	–	3352
2017 Q2	$90K	Buy	2,118 +118	+6%	+$5.07K	﹤0.01%	2063
2017 Q1	$84K	Sell	2,000 -3,528	-64%	-$146K	﹤0.01%	2075
2016 Q4	$223K	Buy	5,528 +2,458	+80%	+$97.2K	﹤0.01%	1359
2016 Q3	$124K	Buy	3,070 +1,070	+54%	+$45.2K	﹤0.01%	1704
2016 Q2	$88K	Hold	2,000	–	–	﹤0.01%	1754
2016 Q1	$83K	Hold	2,000	–	–	﹤0.01%	1743
2015 Q4	$72K	Hold	2,000	–	–	﹤0.01%	1830
2015 Q3	$71K	Buy	+2,000	New	+$71.3K	﹤0.01%	1803
2015 Q2	–	Sell	-2,000	Closed	-$74K	–	2622
2015 Q1	$74K	Hold	2,000	–	–	﹤0.01%	1747
2014 Q4	$79K	Hold	2,000	–	–	﹤0.01%	1687
2014 Q3	$72K	Sell	2,000 -2,000	-50%	-$72.4K	﹤0.01%	1682
2014 Q2	$149K	Buy	4,000 +2,000	+100%	+$71.3K	﹤0.01%	1195
2014 Q1	$69K	Sell	2,000 -160	-7%	-$5.2K	﹤0.01%	1620
2013 Q4	$68K	Hold	2,160	–	–	﹤0.01%	1417
2013 Q3	$67K	Hold	2,160	–	–	﹤0.01%	1346
2013 Q2	$67K	Buy	+2,160	New	+$70K	﹤0.01%	1213

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 Planning's RSPU Position: Q1 2026 in Review

Creative Planning opened a new position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q1 2026: 2,734 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #3661 among its holdings. This is a return to the name: Creative Planning previously reported a position in RSPU as recently as Q3 2022.

Creative Planning first reported a position in RSPU in Q2 2013 and has held it in 19 quarters since. The position peaked at $223K in Q4 2016. 125 funds tracked by Wall St. Rank hold RSPU as of Q1 2026.

Creative Planning held 2,734 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $222K as of Q1 2026.
Invesco S&P 500 Equal Weight Utilities ETF was a new Creative Planning position in Q1 2026.
Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3661 holding.
Creative Planning first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2013 and has held it in 19 quarters since.
Creative Planning's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $223K in Q4 2016.
125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.