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

RFP Financial Group’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
2025 Q1	–	Sell	-3,213	Closed	-$211K	–	130
2024 Q4	$211K	Hold	3,213	–	–	0.08%	94
2024 Q3	$221K	Sell	3,213 -126	-4%	-$7.96K	0.07%	90
2024 Q2	$194K	Buy	3,339 +2,417	+262%	+$141K	0.07%	110
2024 Q1	$52.2K	Buy	+922	New	+$49.6K	0.02%	203

Other funds holding RSPU

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

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UWP

Uniting Wealth Partners Mission, Kansas $470M AUM 30.3% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

RFP Financial Group's RSPU Position: Q1 2025 in Review

RFP Financial Group sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q1 2025, closing a stake of 3,213 shares — an estimated $211K sold.

RFP Financial Group first reported a position in RSPU in Q1 2024 and held it in 4 quarters. The position peaked at $221K in Q3 2024. 105 funds tracked by Wall St. Rank hold RSPU as of Q1 2025.

RFP Financial Group reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q1 2025 after selling out during the quarter.
RFP Financial Group sold 3,213 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2025, an estimated $211K.
RFP Financial Group first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2024 and held it in 4 quarters.
RFP Financial Group's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $221K in Q3 2024.
105 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2025.

Based on RFP Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.