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

Fulcrum Equity 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
2025 Q1	–	Sell	-10,627	Closed	-$699K	–	117
2024 Q4	$699K	Buy	+10,627	New	+$723K	0.69%	47
2023 Q1	–	Sell	-43,828	Closed	-$2.55M	–	103
2022 Q4	$2.55M	Sell	43,828 -2,560	-6%	-$144K	2.09%	22
2022 Q3	$2.47M	Buy	+46,388	New	+$2.76M	2.09%	20

Other funds holding RSPU

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

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

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

Fulcrum Equity Management's RSPU Position: Q1 2025 in Review

Fulcrum Equity Management sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q1 2025, closing a stake of 10,627 shares — an estimated $699K sold.

Fulcrum Equity Management first reported a position in RSPU in Q3 2022 and held it in 3 quarters. The position peaked at $2.55M in Q4 2022. 105 funds tracked by Wall St. Rank hold RSPU as of Q1 2025.

Fulcrum Equity Management reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q1 2025 after selling out during the quarter.
Fulcrum Equity Management sold 10,627 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2025, an estimated $699K.
Fulcrum Equity Management first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q3 2022 and held it in 3 quarters.
Fulcrum Equity Management's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $2.55M in Q4 2022.
105 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2025.

Based on Fulcrum Equity Management's 13F filing for Q1 2025, filed 1 May 2025.