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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,296
Closed -$480K – 148
2024
Q4 		$480K Buy
+7,296
New +$480K 0.15% 91