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Financial Freedom LLC’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Financial Freedom LLC’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 		$419K Sell
5,159
-2,659
-34% -$213K 0.19% 77
2026
Q1 		$634K Sell
7,818
-1,750
-18% -$139K 0.32% 56
2025
Q4 		$715K Buy
9,568
+46
+0.5% +$3.55K 0.36% 55
2025
Q3 		$730K Buy
9,522
+8,875
+1,372% +$657K 0.36% 55
2025
Q2 		$46K Buy
+647
New +$45.3K 0.02% 172

Other funds holding RSPU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Freedom LLC's RSPU Position: Q2 2026 in Review

Financial Freedom LLC reduced its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 34% in Q2 2026, selling an estimated $213K and leaving 5,159 shares worth $419K. The position accounts for 0.19% of the portfolio, ranked #77.

Financial Freedom LLC first reported a position in RSPU in Q2 2025 and has held it in 5 quarters since. The position peaked at $730K in Q3 2025. 131 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

  • Financial Freedom LLC held 5,159 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $419K as of Q2 2026.
  • Financial Freedom LLC sold 2,659 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $213K.
  • Invesco S&P 500 Equal Weight Utilities ETF made up 0.19% of Financial Freedom LLC's portfolio in Q2 2026, its #77 holding.
  • Financial Freedom LLC first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2025 and has held it in 5 quarters since.
  • Financial Freedom LLC's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $730K in Q3 2025.
  • 131 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.