Global Retirement Partners’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Global Retirement Partners’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	$411K	Buy	+5,062	New	+$406K	0.01%	1130
2025 Q4	$424K	Buy	5,666 +11	+0.2%	+$848	0.01%	1042
2025 Q3	$434K	Buy	5,655 +11	+0.2%	+$815	0.01%	814
2025 Q2	$401K	Buy	+5,644	New	+$395K	0.01%	809
2024 Q4	$370K	Buy	5,622 +5,574	+11,613%	+$379K	0.01%	729
2024 Q3	$3.3K	Hold	48	–	–	﹤0.01%	2746
2024 Q2	$2.79K	Hold	48	–	–	﹤0.01%	2844
2024 Q1	$2.72K	Hold	48	–	–	﹤0.01%	2628
2023 Q4	$2.58K	Hold	48	–	–	﹤0.01%	2573
2023 Q3	$2.34K	Sell	48 -400	-89%	-$21.9K	﹤0.01%	2477
2023 Q2	$24.8K	Sell	448 -202	-31%	-$11.4K	﹤0.01%	1581
2023 Q1	$37K	Buy	650 +2	+0.3%	+$113	﹤0.01%	1367
2022 Q4	$37.7K	Buy	648 +38	+6%	+$2.13K	﹤0.01%	1218
2022 Q3	$34K	Buy	610 +162	+36%	+$9.65K	﹤0.01%	1166
2022 Q2	$26K	Hold	448	–	–	﹤0.01%	1253
2022 Q1	$27K	Buy	+448	New	+$25.2K	﹤0.01%	1240
2021 Q4	–	Sell	-48	Closed	-$2K	–	1471
2021 Q3	$2K	Hold	48	–	–	﹤0.01%	1850
2021 Q2	$2K	Hold	48	–	–	﹤0.01%	1750
2021 Q1	$2K	Hold	48	–	–	﹤0.01%	1664
2020 Q4	$2K	Hold	48	–	–	﹤0.01%	1627
2020 Q3	$2K	Hold	48	–	–	﹤0.01%	1507
2020 Q2	$2K	Sell	48 -64	-57%	-$2.96K	﹤0.01%	1486
2020 Q1	$5K	Hold	112	–	–	﹤0.01%	1244
2019 Q4	$6K	Hold	112	–	–	﹤0.01%	1298
2019 Q3	$6K	Hold	112	–	–	﹤0.01%	1263
2019 Q2	$6K	Hold	112	–	–	﹤0.01%	1249
2019 Q1	$5K	Hold	112	–	–	﹤0.01%	1250
2018 Q4	$5K	Buy	112 +30	+37%	+$1.36K	﹤0.01%	1175
2018 Q3	$4K	Buy	82 +48	+141%	+$2.1K	﹤0.01%	1283
2018 Q2	$1K	Hold	34	–	–	﹤0.01%	1487
2018 Q1	$1K	Hold	34	–	–	﹤0.01%	1437
2017 Q4	$1K	Buy	+34	New	+$1.5K	﹤0.01%	1394

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

Global Retirement Partners's RSPU Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q2 2026: 5,062 shares worth $411K. The stake represents 0.01% of the portfolio and ranks #1130 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in RSPU as recently as Q4 2025.

Global Retirement Partners first reported a position in RSPU in Q4 2017 and has held it in 32 quarters since. The position peaked at $434K in Q3 2025. 131 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

Global Retirement Partners held 5,062 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $411K as of Q2 2026.
Invesco S&P 500 Equal Weight Utilities ETF was a new Global Retirement Partners position in Q2 2026.
Invesco S&P 500 Equal Weight Utilities ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1130 holding.
Global Retirement Partners first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2017 and has held it in 32 quarters since.
Global Retirement Partners's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $434K in Q3 2025.
131 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.