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 Q3	$29.6K	Buy	422 +3	+0.7%	+$232	0.02%	277
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 $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Studio Investment Management Chicago, Illinois $589M AUM 11.75% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Redstone Wealth Management Oklahoma City, Oklahoma $159M AUM 31.94% 1-Year Est. Return

WealthCare Investment Partners Portsmouth, Rhode Island $422M AUM 16.22% 1-Year Est. Return

RM Financial Services Falmouth, Maine $132M AUM 18.58% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $231M AUM 12.98% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Harbor Asset Planning's RSPU Position: Q3 2026 in Review

Harbor Asset Planning increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 0.72% in Q3 2026, buying an estimated $232 and bringing the position to 422 shares worth $29.6K. The position accounts for 0.02% of the portfolio, ranked #277.

Harbor Asset Planning first reported a position in RSPU in Q2 2025 and has held it in 6 quarters since. The position peaked at $34K in Q2 2026. 50 funds tracked by Wall St. Rank hold RSPU as of Q3 2026.

Harbor Asset Planning held 422 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $29.6K as of Q3 2026.
Harbor Asset Planning bought 3 Invesco S&P 500 Equal Weight Utilities ETF shares in Q3 2026, an estimated $232.
Invesco S&P 500 Equal Weight Utilities ETF made up 0.02% of Harbor Asset Planning's portfolio in Q3 2026, its #277 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 6 quarters since.
Harbor Asset Planning's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $34K in Q2 2026.
50 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.