Financial Gravity Asset Management’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Financial Gravity Asset Management’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	$811	Buy	10 +4	+67%	+$317	﹤0.01%	777
2025 Q4	$449	Sell	6 -22	-79%	-$1.7K	﹤0.01%	655
2025 Q3	$2.15K	Buy	+28	New	+$2.07K	﹤0.01%	763
2025 Q1	$2.58K	Buy	+37	New	+$2.51K	﹤0.01%	790
2024 Q2	$348	Hold	6	–	–	﹤0.01%	1009
2024 Q1	$327	Sell	6 -20	-77%	-$1.07K	﹤0.01%	893
2023 Q4	$1.5K	Buy	+26	New	+$1.37K	﹤0.01%	750
2021 Q3	$103K	Hold	26	–	–	0.05%	346
2021 Q2	$103K	Buy	+26	New	+$1.38K	0.04%	341
2019 Q4	$10K	Sell	192 -14,518	-99%	-$757K	0.01%	1195
2019 Q3	$784K	Sell	14,710 -6,492	-31%	-$331K	0.67%	33
2019 Q2	$1.05M	Sell	21,202 -5,922	-22%	-$288K	0.86%	30
2019 Q1	$1.3M	Buy	+27,124	New	+$1.26M	1.05%	26
2018 Q3	$44K	Sell	986 -4	-0.4%	-$175	0.05%	360
2018 Q2	$43K	Sell	990 -70	-7%	-$2.89K	0.04%	363
2018 Q1	$45K	Buy	+1,060	New	+$43.4K	0.05%	340

Other funds holding RSPU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

SIM

Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return

DWM

Denver Wealth Management Denver, Colorado $349M AUM 24.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

Financial Gravity Asset Management's RSPU Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 67% in Q1 2026, buying an estimated $317 and bringing the position to 10 shares worth $811. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Financial Gravity Asset Management first reported a position in RSPU in Q1 2018 and has held it in 16 quarters since. The position peaked at $1.3M in Q1 2019. 126 funds tracked by Wall St. Rank hold RSPU as of Q1 2026.

Financial Gravity Asset Management held 10 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $811 as of Q1 2026.
Financial Gravity Asset Management bought 4 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2026, an estimated $317.
Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #777 holding.
Financial Gravity Asset Management first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2018 and has held it in 16 quarters since.
Financial Gravity Asset Management's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $1.3M in Q1 2019.
126 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.