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Elevation Wealth Partners’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Elevation Wealth Partners’s Portfolio RSPU Stock Details RSPU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,800
Closed -$467K – 526
2024
Q3 		$467K Hold
6,800
– – 0.2% 72
2024
Q2 		$395K Hold
6,800
– – 0.19% 75
2024
Q1 		$385K Hold
6,800
– – 0.19% 77
2023
Q4 		$342K Buy
+6,800
New +$342K 0.21% 78