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

Financial Gravity Companies’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	$811	Buy	+10	New	+$803	﹤0.01%	828
2025 Q2	$2.28K	Buy	+32	New	+$2.24K	﹤0.01%	745
2024 Q4	$2.43K	Buy	37 +9	+32%	+$613	﹤0.01%	746
2024 Q3	$1.92K	Buy	+28	New	+$1.77K	﹤0.01%	522
2018 Q4	$39K	Buy	+866	New	+$39.3K	0.04%	399
2018 Q1	$45K	Buy	1,060 +2	+0.2%	+$82	0.05%	340
2017 Q4	$44K	Buy	+1,058	New	+$46.8K	0.05%	315

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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Gravity Companies's RSPU Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q2 2026: 10 shares worth $811. The stake represents ﹤0.01% of the portfolio and ranks #828 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in RSPU as recently as Q2 2025.

Financial Gravity Companies first reported a position in RSPU in Q4 2017 and has held it in 7 quarters since. The position peaked at $45K in Q1 2018. 132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

Financial Gravity Companies held 10 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $811 as of Q2 2026.
Invesco S&P 500 Equal Weight Utilities ETF was a new Financial Gravity Companies position in Q2 2026.
Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #828 holding.
Financial Gravity Companies first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2017 and has held it in 7 quarters since.
Financial Gravity Companies's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $45K in Q1 2018.
132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.