Money Concepts Capital’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Money Concepts Capital’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 Q2	$397K	Buy	4,891 +256	+6%	+$20.5K	0.02%	450
2026 Q1	$376K	Buy	4,635 +856	+23%	+$67.8K	0.02%	421
2025 Q4	$283K	Sell	3,779 -510	-12%	-$39.3K	0.02%	440
2025 Q3	$329K	Buy	4,289 +1,290	+43%	+$95.6K	0.02%	378
2025 Q2	$213K	Buy	+2,999	New	+$210K	0.01%	419
2023 Q3	–	Sell	-29,210	Closed	-$1.61M	–	375
2023 Q2	$1.61M	Sell	29,210 -945,654	-97%	-$53.4M	0.16%	147
2023 Q1	$11.8M	Buy	974,864 +913,954	+1,500%	+$51.7M	0.66%	44
2022 Q4	$3.54M	Sell	60,910 -428	-0.7%	-$24K	0.16%	130
2022 Q3	$3.27M	Sell	61,338 -1,452	-2%	-$86.5K	0.19%	100
2022 Q2	$3.67M	Buy	62,790 +53,122	+549%	+$3.15M	0.33%	66
2022 Q1	$585K	Buy	9,668 +8,512	+736%	+$478K	0.03%	404
2021 Q4	$66K	Buy	+1,156	New	+$62.2K	0.01%	579
2021 Q1	$405K	Buy	7,836 +6,060	+341%	+$300K	0.03%	352
2020 Q4	$89K	Buy	+1,776	New	+$89.5K	0.01%	477

Other funds holding RSPU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

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

DWM

Denver Wealth Management Denver, Colorado $349M AUM 24.65% 1-Year Est. Return

SIM

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Money Concepts Capital's RSPU Position: Q2 2026 in Review

Money Concepts Capital increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 5.5% in Q2 2026, buying an estimated $20.5K and bringing the position to 4,891 shares worth $397K. The position accounts for 0.02% of the portfolio, ranked #450.

Money Concepts Capital first reported a position in RSPU in Q4 2020 and has held it in 14 quarters since. The position peaked at $11.8M in Q1 2023. 132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

Money Concepts Capital held 4,891 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $397K as of Q2 2026.
Money Concepts Capital bought 256 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $20.5K.
Invesco S&P 500 Equal Weight Utilities ETF made up 0.02% of Money Concepts Capital's portfolio in Q2 2026, its #450 holding.
Money Concepts Capital first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2020 and has held it in 14 quarters since.
Money Concepts Capital's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $11.8M in Q1 2023.
132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.