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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,800	Closed	-$467K	–	525
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	+$357K	0.21%	78

Other funds holding RSPU

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UWP

Uniting Wealth Partners Mission, Kansas $470M AUM 30.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Elevation Wealth Partners's RSPU Position: Q4 2024 in Review

Elevation Wealth Partners sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q4 2024, closing a stake of 6,800 shares — an estimated $467K sold.

Elevation Wealth Partners first reported a position in RSPU in Q4 2023 and held it in 4 quarters. The position peaked at $467K in Q3 2024. 110 funds tracked by Wall St. Rank hold RSPU as of Q4 2024.

Elevation Wealth Partners reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q4 2024 after selling out during the quarter.
Elevation Wealth Partners sold 6,800 Invesco S&P 500 Equal Weight Utilities ETF shares in Q4 2024, an estimated $467K.
Elevation Wealth Partners first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2023 and held it in 4 quarters.
Elevation Wealth Partners's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $467K in Q3 2024.
110 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q4 2024.

Based on Elevation Wealth Partners's 13F filing for Q4 2024, filed 29 Jan 2025.