Householder Group Estate & Retirement Specialist’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$3K	Sell	60 -226	-79%	-$15.4K	﹤0.01%	458
2024 Q3	$19K	Sell	286 -53	-16%	-$3.35K	0.01%	699
2024 Q2	$19K	Buy	339 +1	+0.3%	+$58	0.01%	690
2024 Q1	$19.2K	Sell	338 -287	-46%	-$15.4K	0.01%	684
2023 Q4	$34K	Sell	625 -305	-33%	-$16K	0.01%	543
2023 Q3	$46.8K	Buy	+930	New	+$50.8K	0.02%	456
2023 Q1	$130K	Buy	+2,294	New	+$130K	0.05%	249
2022 Q4	–	Sell	-2,460	Closed	-$131K	–	953
2022 Q3	$131K	Buy	+2,460	New	+$147K	0.05%	224

Other funds holding RSPU

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

AWS

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's RSPU Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 79% in Q4 2024, selling an estimated $15.4K and leaving 60 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Householder Group Estate & Retirement Specialist first reported a position in RSPU in Q3 2022 and has held it in 8 quarters since. The position peaked at $131K in Q3 2022. 110 funds tracked by Wall St. Rank hold RSPU as of Q4 2024.

Householder Group Estate & Retirement Specialist held 60 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $3K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 226 Invesco S&P 500 Equal Weight Utilities ETF shares in Q4 2024, an estimated $15.4K.
Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #458 holding.
Householder Group Estate & Retirement Specialist first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $131K in Q3 2022.
110 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.