Spire Wealth Management’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Spire Wealth Management’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	$17.5K	Hold	250	–	–	﹤0.01%	1432
2026 Q2	$20.3K	Hold	250	–	–	﹤0.01%	1437
2026 Q1	$20.3K	Sell	250 -50	-17%	-$3.96K	﹤0.01%	1416
2025 Q4	$22.4K	Hold	300	–	–	﹤0.01%	1441
2025 Q3	$23K	Hold	300	–	–	﹤0.01%	1488
2025 Q2	$21.3K	Hold	300	–	–	﹤0.01%	1499
2025 Q1	$20.9K	Hold	300	–	–	﹤0.01%	1597
2024 Q4	$19.7K	Hold	300	–	–	﹤0.01%	1629
2024 Q3	$20.6K	Hold	300	–	–	﹤0.01%	1432
2024 Q2	$17.4K	Hold	300	–	–	﹤0.01%	1491
2024 Q1	$17K	Hold	300	–	–	﹤0.01%	1565
2023 Q4	$15.7K	Hold	300	–	–	﹤0.01%	1611
2023 Q3	$15.1K	Hold	300	–	–	﹤0.01%	1603
2023 Q2	$16.6K	Hold	300	–	–	﹤0.01%	1656
2023 Q1	$17K	Hold	300	–	–	﹤0.01%	1681
2022 Q4	$17K	Hold	300	–	–	﹤0.01%	1439
2022 Q3	$16K	Hold	300	–	–	﹤0.01%	1420
2022 Q2	$17K	Hold	300	–	–	﹤0.01%	1738
2022 Q1	$18K	Hold	300	–	–	﹤0.01%	1855
2021 Q4	$17K	Hold	300	–	–	﹤0.01%	2181
2021 Q3	$15K	Hold	300	–	–	﹤0.01%	1971
2021 Q2	$15K	Hold	300	–	–	﹤0.01%	1991
2021 Q1	$16K	Buy	+300	New	+$14.9K	﹤0.01%	2244

Other funds holding RSPU

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Studio Investment Management Chicago, Illinois $589M AUM 11.75% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Redstone Wealth Management Oklahoma City, Oklahoma $159M AUM 31.94% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $231M AUM 12.98% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

MWS

MFA Wealth Services Thousand Oaks, California $169M AUM 13.45% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Spire Wealth Management's RSPU Position: Q3 2026 in Review

Spire Wealth Management held its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) position steady in Q3 2026 at 250 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

Spire Wealth Management first reported a position in RSPU in Q1 2021 and has held it in 23 quarters since. The position peaked at $23K in Q3 2025. 31 funds tracked by Wall St. Rank hold RSPU as of Q3 2026.

Spire Wealth Management held 250 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $17.5K as of Q3 2026.
Spire Wealth Management left its Invesco S&P 500 Equal Weight Utilities ETF share count unchanged in Q3 2026.
Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1432 holding.
Spire Wealth Management first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2021 and has held it in 23 quarters since.
Spire Wealth Management's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $23K in Q3 2025.
31 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.