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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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	–	1474
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