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Marshall & Sterling Wealth Advisors’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio RSPU Stock Details RSPU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.53M Buy
35,588
+10,528
+42% +$747K 1.71% 15
2025
Q1 		$1.75M Buy
25,060
+181
+0.7% +$12.6K 1.19% 23
2024
Q4 		$1.64M Buy
+24,879
New +$1.64M 1.13% 25