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 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 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 $31B AUM 28.39% 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 $43.3B AUM 29.3% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $814M AUM 18.17% 1-Year Est. Return

Financial Freedom LLC's RSPU Position: Q1 2026 in Review

Financial Freedom LLC reduced its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 18% in Q1 2026, selling an estimated $139K and leaving 7,818 shares worth $634K. The position accounts for 0.32% of the portfolio, ranked #56.

Financial Freedom LLC first reported a position in RSPU in Q2 2025 and has held it in 4 quarters since. The position peaked at $730K in Q3 2025. 125 funds tracked by Wall St. Rank hold RSPU as of Q1 2026.

Financial Freedom LLC held 7,818 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $634K as of Q1 2026.
Financial Freedom LLC sold 1,750 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2026, an estimated $139K.
Invesco S&P 500 Equal Weight Utilities ETF made up 0.32% of Financial Freedom LLC's portfolio in Q1 2026, its #56 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 4 quarters since.
Financial Freedom LLC's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $730K in Q3 2025.
125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.