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

Financial Services Advisory’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
2024
Q4 		– Sell
-23,615
Closed -$1.62M – 60
2024
Q3 		$1.62M Buy
+23,615
New +$1.49M 0.39% 33

Other funds holding RSPU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UWP
Uniting Wealth Partners Mission, Kansas $492M AUM 30.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Financial Services Advisory's RSPU Position: Q4 2024 in Review

Financial Services Advisory sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q4 2024, closing a stake of 23,615 shares — an estimated $1.62M sold.

Financial Services Advisory first reported a position in RSPU in Q3 2024 and held it in 1 quarter. The position peaked at $1.62M in Q3 2024. 110 funds tracked by Wall St. Rank hold RSPU as of Q4 2024.

  • Financial Services Advisory reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q4 2024 after selling out during the quarter.
  • Financial Services Advisory sold 23,615 Invesco S&P 500 Equal Weight Utilities ETF shares in Q4 2024, an estimated $1.62M.
  • Financial Services Advisory first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q3 2024 and held it in 1 quarter.
  • Financial Services Advisory's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $1.62M in Q3 2024.
  • 110 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q4 2024.

Based on Financial Services Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.