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

Montis Financial’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 		– Sell
-3,088
Closed -$231K – 156
2025
Q4 		$231K Buy
+3,088
New +$238K 0.05% 143
2025
Q1 		– Sell
-7,296
Closed -$480K – 148
2024
Q4 		$480K Buy
+7,296
New +$497K 0.15% 91

Other funds holding RSPU

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
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
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

Montis Financial's RSPU Position: Q1 2026 in Review

Montis Financial sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q1 2026, closing a stake of 3,088 shares — an estimated $231K sold.

Montis Financial first reported a position in RSPU in Q4 2024 and held it in 2 quarters. The position peaked at $480K in Q4 2024. 125 funds tracked by Wall St. Rank hold RSPU as of Q1 2026.

  • Montis Financial reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q1 2026 after selling out during the quarter.
  • Montis Financial sold 3,088 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2026, an estimated $231K.
  • Montis Financial first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2024 and held it in 2 quarters.
  • Montis Financial's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $480K in Q4 2024.
  • 125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.