Steward Partners Investment Advisory’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Hold |
1,527
| – | – | ﹤0.01% | 2062 |
|
|
2025
Q1 | $106K | Buy |
1,527
+1,303
| +582% | +$90.8K | ﹤0.01% | 1977 |
|
|
2024
Q4 | $14.7K | Hold |
224
| – | – | ﹤0.01% | 2931 |
|
|
2024
Q3 | $15.4K | Hold |
224
| – | – | ﹤0.01% | 2766 |
|
|
2024
Q2 | $13K | Buy |
224
+104
| +87% | +$6.04K | ﹤0.01% | 2711 |
|
|
2024
Q1 | $6.79K | Sell |
120
-86
| -42% | -$4.87K | ﹤0.01% | 2954 |
|
|
2023
Q4 | $11.2K | Hold |
206
| – | – | ﹤0.01% | 2657 |
|
|
2023
Q3 | $10.4K | Hold |
206
| – | – | ﹤0.01% | 2587 |
|
|
2023
Q2 | $11.4K | Hold |
206
| – | – | ﹤0.01% | 2524 |
|
|
2023
Q1 | $11.7K | Buy |
206
+120
| +140% | +$6.8K | ﹤0.01% | 2484 |
|
|
2022
Q4 | $5K | Sell |
86
-22
| -20% | -$1.28K | ﹤0.01% | 2773 |
|
|
2022
Q3 | $6K | Sell |
108
-496
| -82% | -$27.6K | ﹤0.01% | 2721 |
|
|
2022
Q2 | $35K | Sell |
604
-304
| -33% | -$17.6K | ﹤0.01% | 1972 |
|
|
2022
Q1 | $55K | Buy |
+908
| New | +$55K | ﹤0.01% | 1871 |
|