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

Pacific Sun 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	$952K	Sell	11,736 -700	-6%	-$55.4K	0.46%	67
2025 Q4	$930K	Sell	12,436 -80	-0.6%	-$6.17K	0.45%	72
2025 Q3	$959K	Hold	12,516	–	–	0.46%	67
2025 Q2	$890K	Hold	12,516	–	–	0.46%	66
2025 Q1	$872K	Sell	12,516 -266	-2%	-$18.1K	0.5%	65
2024 Q4	$840K	Sell	12,782 -170	-1%	-$11.6K	0.46%	66
2024 Q3	$890K	Sell	12,952 -1,140	-8%	-$72K	0.49%	61
2024 Q2	$818K	Sell	14,092 -110	-0.8%	-$6.43K	0.48%	61
2024 Q1	$804K	Sell	14,202 -200	-1%	-$10.8K	0.47%	64
2023 Q4	$786K	Sell	14,402 -34	-0.2%	-$1.79K	0.5%	61
2023 Q3	$726K	Sell	14,436 -560	-4%	-$30.6K	0.5%	61
2023 Q2	$850K	Buy	+14,996	New	+$847K	0.57%	57
2022 Q4	$872K	Sell	14,996 -2,220	-13%	-$125K	0.61%	52
2022 Q3	$917K	Sell	17,216 -40	-0.2%	-$2.38K	0.64%	49
2022 Q2	$986K	Sell	17,256 -262	-1%	-$15.5K	0.65%	47
2022 Q1	$1.06M	Sell	17,518 -220	-1%	-$12.4K	0.58%	54
2021 Q4	$1.01M	Sell	17,738 -346	-2%	-$18.6K	0.54%	58
2021 Q3	$928K	Buy	+18,084	New	+$976K	0.53%	61
2020 Q3	$1.11M	Sell	23,514 -616	-3%	-$29.2K	0.93%	31
2020 Q2	$1.1M	Buy	24,130 +486	+2%	+$22.5K	0.99%	29
2020 Q1	$1.05M	Buy	23,644 +1,110	+5%	+$57.7K	1.2%	23
2019 Q4	$1.2M	Sell	22,534 -716	-3%	-$37.3K	1.06%	26
2019 Q3	$1.24M	Buy	23,250 +160	+0.7%	+$8.15K	1.17%	24
2019 Q2	$1.14M	Buy	+23,090	New	+$1.12M	1.09%	26
2018 Q2	$1.1M	Buy	+25,230	New	+$1.04M	1.14%	25

Other funds holding RSPU

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 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

Pacific Sun Financial's RSPU Position: Q1 2026 in Review

Pacific Sun Financial reduced its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 5.6% in Q1 2026, selling an estimated $55.4K and leaving 11,736 shares worth $952K. The position accounts for 0.46% of the portfolio, ranked #67.

Pacific Sun Financial first reported a position in RSPU in Q2 2018 and has held it in 25 quarters since. The position peaked at $1.24M in Q3 2019. 125 funds tracked by Wall St. Rank hold RSPU as of Q1 2026.

Pacific Sun Financial held 11,736 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $952K as of Q1 2026.
Pacific Sun Financial sold 700 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2026, an estimated $55.4K.
Invesco S&P 500 Equal Weight Utilities ETF made up 0.46% of Pacific Sun Financial's portfolio in Q1 2026, its #67 holding.
Pacific Sun Financial first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2018 and has held it in 25 quarters since.
Pacific Sun Financial's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $1.24M in Q3 2019.
125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.