Harbor Asset Planning’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Harbor Asset Planning’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	$34K	Buy	419 +2	+0.5%	+$161	0.03%	263
2026 Q1	$33.8K	Buy	417 +3	+0.7%	+$238	0.03%	247
2025 Q4	$30.9K	Buy	414 +3	+0.7%	+$231	0.03%	252
2025 Q3	$31.5K	Buy	411 +3	+0.7%	+$222	0.03%	238
2025 Q2	$29K	Buy	+408	New	+$28.6K	0.03%	235

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

Harbor Asset Planning's RSPU Position: Q2 2026 in Review

Harbor Asset Planning increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 0.48% in Q2 2026, buying an estimated $161 and bringing the position to 419 shares worth $34K. The position accounts for 0.03% of the portfolio, ranked #263.

Harbor Asset Planning first reported a position in RSPU in Q2 2025 and has held it in 5 quarters since. 132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

Harbor Asset Planning held 419 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $34K as of Q2 2026.
Harbor Asset Planning bought 2 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $161.
Invesco S&P 500 Equal Weight Utilities ETF made up 0.03% of Harbor Asset Planning's portfolio in Q2 2026, its #263 holding.
Harbor Asset Planning first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2025 and has held it in 5 quarters since.
132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.