Moisand Fitzgerald Tamayo’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Moisand Fitzgerald Tamayo’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
2025 Q1	–	Sell	-600	Closed	-$39.4K	–	612
2024 Q4	$39.4K	Hold	600	–	–	0.01%	209
2024 Q3	$41.2K	Buy	+600	New	+$37.9K	0.01%	210
2023 Q2	–	Sell	-600	Closed	-$34K	–	784
2023 Q1	$34K	Buy	+600	New	+$33.9K	0.01%	213

Other funds holding RSPU

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

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 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

KAS

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

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

DWM

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

Moisand Fitzgerald Tamayo's RSPU Position: Q1 2025 in Review

Moisand Fitzgerald Tamayo sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q1 2025, closing a stake of 600 shares — an estimated $39.4K sold.

Moisand Fitzgerald Tamayo first reported a position in RSPU in Q1 2023 and held it in 3 quarters. The position peaked at $41.2K in Q3 2024. 105 funds tracked by Wall St. Rank hold RSPU as of Q1 2025.

Moisand Fitzgerald Tamayo reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q1 2025 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 600 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2025, an estimated $39.4K.
Moisand Fitzgerald Tamayo first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2023 and held it in 3 quarters.
Moisand Fitzgerald Tamayo's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $41.2K in Q3 2024.
105 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2025.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2025, filed 22 Apr 2025.