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Custom Portfolio Group’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Custom Portfolio Group’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
2024
Q2 		$10.3K Hold
178
– – 0.01% 170
2024
Q1 		$10.1K Hold
178
– – 0.01% 174
2023
Q4 		$9.71K Buy
+178
New +$9.35K 0.01% 167

Other funds holding RSPU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $412M AUM 24.95% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Custom Portfolio Group's RSPU Position: Q2 2024 in Review

Custom Portfolio Group held its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) position steady in Q2 2024 at 178 shares worth $10.3K. The position accounts for 0.01% of the portfolio, ranked #170.

Custom Portfolio Group first reported a position in RSPU in Q4 2023 and has held it in 3 quarters since. 96 funds tracked by Wall St. Rank hold RSPU as of Q2 2024.

  • Custom Portfolio Group held 178 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $10.3K as of Q2 2024.
  • Custom Portfolio Group left its Invesco S&P 500 Equal Weight Utilities ETF share count unchanged in Q2 2024.
  • Invesco S&P 500 Equal Weight Utilities ETF made up 0.01% of Custom Portfolio Group's portfolio in Q2 2024, its #170 holding.
  • Custom Portfolio Group first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2023 and has held it in 3 quarters since.
  • 96 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.