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Summit Wealth Group, LLC/OK’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Summit Wealth Group, LLC/OK’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
Q3 		– Sell
-3,528
Closed -$286K – 58
2026
Q2 		$286K Sell
3,528
-54
-2% -$4.33K 0.37% 48
2026
Q1 		$291K Sell
3,582
-756
-17% -$59.9K 0.41% 43
2025
Q4 		$324K Buy
+4,338
New +$335K 0.33% 48

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WealthCare Investment Partners
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RM Financial Services
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Summit Wealth Group, LLC/OK's RSPU Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q3 2026, closing a stake of 3,528 shares — an estimated $286K sold.

Summit Wealth Group, LLC/OK first reported a position in RSPU in Q4 2025 and held it in 3 quarters. The position peaked at $324K in Q4 2025. 55 funds tracked by Wall St. Rank hold RSPU as of Q3 2026.

  • Summit Wealth Group, LLC/OK reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q3 2026 after selling out during the quarter.
  • Summit Wealth Group, LLC/OK sold 3,528 Invesco S&P 500 Equal Weight Utilities ETF shares in Q3 2026, an estimated $286K.
  • Summit Wealth Group, LLC/OK first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2025 and held it in 3 quarters.
  • Summit Wealth Group, LLC/OK's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $324K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.