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
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 $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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

KAS

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

ACM

Alethea Capital Management Mercer Island, Washington $195M AUM 51.17% 1-Year Est. Return

SIM

Studio Investment Management Chicago, Illinois $555M AUM 15.74% 1-Year Est. Return

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

Financial Gravity Companies's RSPU Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q2 2025: 32 shares worth $2.28K. The stake represents ﹤0.01% of the portfolio and ranks #745 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in RSPU as recently as Q4 2024.

Financial Gravity Companies first reported a position in RSPU in Q4 2017 and has held it in 6 quarters since. The position peaked at $45K in Q1 2018. 110 funds tracked by Wall St. Rank hold RSPU as of Q2 2025.

Financial Gravity Companies held 32 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $2.28K as of Q2 2025.
Invesco S&P 500 Equal Weight Utilities ETF was a new Financial Gravity Companies position in Q2 2025.
Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #745 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 6 quarters since.
Financial Gravity Companies's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $45K in Q1 2018.
110 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.