Larson Financial Group’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Larson Financial Group’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 Q1	$42K	Hold	518	–	–	﹤0.01%	1433
2025 Q4	$38.7K	Hold	518	–	–	﹤0.01%	1371
2025 Q3	$39.7K	Hold	518	–	–	﹤0.01%	1263
2025 Q2	$36.8K	Hold	518	–	–	﹤0.01%	1194
2025 Q1	$36.1K	Hold	518	–	–	﹤0.01%	1146
2024 Q4	$34K	Buy	518 +228	+79%	+$15.5K	﹤0.01%	1029
2024 Q3	$19.9K	Hold	290	–	–	﹤0.01%	1213
2024 Q2	$16.8K	Buy	290 +280	+2,800%	+$16.4K	﹤0.01%	1111
2024 Q1	$566	Hold	10	–	–	﹤0.01%	1533
2023 Q4	$546	Hold	10	–	–	﹤0.01%	1564
2023 Q3	$503	Hold	10	–	–	﹤0.01%	1578
2023 Q2	$553	Hold	10	–	–	﹤0.01%	1429
2023 Q1	$567	Hold	10	–	–	﹤0.01%	1401
2022 Q4	$582	Sell	10 -2	-17%	-$112	﹤0.01%	1358
2022 Q3	$1K	Buy	+12	New	+$715	﹤0.01%	1239

Other funds holding RSPU

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

SIM

Studio Investment Management Chicago, Illinois $555M AUM 15.74% 1-Year Est. Return

DWM

Denver Wealth Management Denver, Colorado $291M AUM 17.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $814M AUM 18.17% 1-Year Est. Return

Larson Financial Group's RSPU Position: Q1 2026 in Review

Larson Financial Group held its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) position steady in Q1 2026 at 518 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

Larson Financial Group first reported a position in RSPU in Q3 2022 and has held it in 15 quarters since. 125 funds tracked by Wall St. Rank hold RSPU as of Q1 2026.

Larson Financial Group held 518 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $42K as of Q1 2026.
Larson Financial Group left its Invesco S&P 500 Equal Weight Utilities ETF share count unchanged in Q1 2026.
Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1433 holding.
Larson Financial Group first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q3 2022 and has held it in 15 quarters since.
125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.