SIM
Studio Investment Management’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.08M | Buy |
85,422
+17,093
| +25% | +$1.22M | 1.22% | 21 |
|
|
2025
Q1 | $4.76M | Buy |
68,329
+32,450
| +90% | +$2.26M | 0.98% | 23 |
|
|
2024
Q4 | $2.36M | Buy |
35,879
+9,163
| +34% | +$602K | 0.5% | 51 |
|
|
2024
Q3 | $1.84M | Buy |
26,716
+4,087
| +18% | +$281K | 0.39% | 61 |
|
|
2024
Q2 | $1.31M | Buy |
22,629
+1,634
| +8% | +$94.8K | 0.3% | 63 |
|
|
2024
Q1 | $1.19M | Buy |
20,995
+10,995
| +110% | +$622K | 0.28% | 66 |
|
|
2023
Q4 | $546K | Sell |
10,000
-2,043
| -17% | -$111K | 0.14% | 93 |
|
|
2023
Q3 | $606K | Buy |
+12,043
| New | +$606K | 0.17% | 73 |
|