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Freedom Investment Management’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Freedom Investment 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
2024
Q4 		– Sell
-3,302
Closed -$227K – 812
2024
Q3 		$227K Sell
3,302
-238
-7% -$15K 0.02% 680
2024
Q2 		$205K Sell
3,540
-790
-18% -$46.2K 0.02% 718
2024
Q1 		$245K Sell
4,330
-1,040
-19% -$55.9K 0.02% 673
2023
Q4 		$293K Sell
5,370
-196
-4% -$10.3K 0.02% 602
2023
Q3 		$280K Buy
+5,566
New +$304K 0.03% 529
2023
Q2 		– Sell
-18,076
Closed -$1.02M – 760
2023
Q1 		$1.02M Sell
18,076
-15,610
-46% -$883K 0.12% 242
2022
Q4 		$1.96M Buy
33,686
+310
+0.9% +$17.4K 0.22% 112
2022
Q3 		$1.78M Sell
33,376
-942
-3% -$56.1K 0.21% 117
2022
Q2 		$1.96M Sell
34,318
-3,338
-9% -$198K 0.21% 118
2022
Q1 		$2.28M Buy
37,656
+19,588
+108% +$1.1M 0.2% 120
2021
Q4 		$1.03M Buy
+18,068
New +$971K 0.08% 338
2018
Q3 		– Sell
-14,958
Closed -$638K – 967
2018
Q2 		$638K Buy
14,958
+210
+1% +$8.68K 0.04% 462
2018
Q1 		$609K Buy
14,748
+880
+6% +$36.1K 0.03% 543
2017
Q4 		$595K Buy
13,868
+764
+6% +$33.8K 0.03% 556
2017
Q3 		$565K Buy
13,104
+1,188
+10% +$52K 0.03% 534
2017
Q2 		$505K Buy
11,916
+1,238
+12% +$53.2K 0.03% 556
2017
Q1 		$449K Buy
10,678
+1,114
+12% +$46.2K 0.03% 578
2016
Q4 		$386K Buy
+9,564
New +$378K 0.02% 584

Other funds holding RSPU

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UWP
Uniting Wealth Partners Mission, Kansas $470M AUM 30.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $38.8B AUM 21.88% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Freedom Investment Management's RSPU Position: Q4 2024 in Review

Freedom Investment Management sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q4 2024, closing a stake of 3,302 shares — an estimated $227K sold.

Freedom Investment Management first reported a position in RSPU in Q4 2016 and held it in 18 quarters. The position peaked at $2.28M in Q1 2022. 110 funds tracked by Wall St. Rank hold RSPU as of Q4 2024.

  • Freedom Investment Management reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q4 2024 after selling out during the quarter.
  • Freedom Investment Management sold 3,302 Invesco S&P 500 Equal Weight Utilities ETF shares in Q4 2024, an estimated $227K.
  • Freedom Investment Management first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2016 and held it in 18 quarters.
  • Freedom Investment Management's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $2.28M in Q1 2022.
  • 110 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q4 2024.

Based on Freedom Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.