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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $117K | Hold |
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|
2025
Q2 | $109K | Hold |
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|
2025
Q1 | $106K | Buy |
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|
2024
Q4 | $14.7K | Hold |
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|
2024
Q3 | $15.4K | Hold |
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|
2024
Q2 | $13K | Buy |
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|
2024
Q1 | $6.79K | Sell |
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|
2023
Q4 | $11.2K | Hold |
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|
2023
Q3 | $10.4K | Hold |
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|
2023
Q2 | $11.4K | Hold |
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|
2023
Q1 | $11.7K | Buy |
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|
2022
Q4 | $5K | Sell |
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|
2022
Q3 | $6K | Sell |
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|
2022
Q2 | $35K | Sell |
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|
2022
Q1 | $55K | Buy |
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