Liberty One Investment Management’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Liberty One Investment Management’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	$2.36M	Buy	29,104 +1,885	+7%	+$149K	0.24%	75
2025 Q4	$2.04M	Sell	27,219 -7,738	-22%	-$597K	0.26%	69
2025 Q3	$2.68M	Sell	34,957 -749	-2%	-$55.5K	0.15%	71
2025 Q2	$2.54M	Sell	35,706 -3,001	-8%	-$210K	0.26%	69
2025 Q1	$2.7M	Sell	38,707 -886	-2%	-$60.1K	0.27%	68
2024 Q4	$2.6M	Buy	39,593 +213	+0.5%	+$14.5K	0.28%	69
2024 Q3	$2.71M	Sell	39,380 -272	-0.7%	-$17.2K	0.28%	70
2024 Q2	$2.3M	Sell	39,652 -187	-0.5%	-$10.9K	0.26%	72
2024 Q1	$2.25M	Sell	39,839 -687	-2%	-$36.9K	0.26%	76
2023 Q4	$2.21M	Sell	40,526 -911	-2%	-$47.9K	0.27%	74
2023 Q3	$2.08M	Sell	41,437 -835	-2%	-$45.6K	0.3%	65
2023 Q2	$2.34M	Sell	42,272 -264	-0.6%	-$14.9K	0.3%	67
2023 Q1	$2.41M	Sell	42,536 -248	-0.6%	-$14K	0.33%	55
2022 Q4	$2.49M	Sell	42,784 -510	-1%	-$28.7K	0.36%	39
2022 Q3	$2.31M	Sell	43,294 -1,916	-4%	-$114K	0.38%	33
2022 Q2	$2.33M	Sell	45,210 -698	-2%	-$41.4K	0.4%	40
2022 Q1	$2.78M	Sell	45,908 -182	-0.4%	-$10.2K	0.42%	34
2021 Q4	$2.63M	Buy	46,090 +708	+2%	+$38.1K	0.4%	41
2021 Q3	$2.33M	Buy	45,382 +172	+0.4%	+$9.28K	0.4%	40
2021 Q2	$2.33M	Buy	45,210 +820	+2%	+$43.6K	0.39%	40
2021 Q1	$2.3M	Sell	44,390 -560	-1%	-$27.8K	0.41%	41
2020 Q4	$2.25M	Sell	44,950 -1,992	-4%	-$100K	0.42%	38
2020 Q3	$2.21M	Buy	46,942 +230	+0.5%	+$10.9K	0.45%	34
2020 Q2	$2.12M	Sell	46,712 -166	-0.4%	-$7.67K	0.48%	34
2020 Q1	$2.07M	Sell	46,878 -50	-0.1%	-$2.6K	0.53%	30
2019 Q4	$2.49M	Buy	+46,928	New	+$2.45M	0.54%	32

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 $31B AUM 28.39% 1-Year Est. Return

SIM

Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return

DWM

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

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

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

Liberty One Investment Management's RSPU Position: Q1 2026 in Review

Liberty One Investment Management increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 6.9% in Q1 2026, buying an estimated $149K and bringing the position to 29,104 shares worth $2.36M. The position accounts for 0.24% of the portfolio, ranked #75.

Liberty One Investment Management first reported a position in RSPU in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.78M in Q1 2022. 125 funds tracked by Wall St. Rank hold RSPU as of Q1 2026.

Liberty One Investment Management held 29,104 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $2.36M as of Q1 2026.
Liberty One Investment Management bought 1,885 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2026, an estimated $149K.
Invesco S&P 500 Equal Weight Utilities ETF made up 0.24% of Liberty One Investment Management's portfolio in Q1 2026, its #75 holding.
Liberty One Investment Management first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2019 and has held it in 26 quarters since.
Liberty One Investment Management's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $2.78M in Q1 2022.
125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.