Waverly Advisors’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	$885K	Sell	12,442 -1,064	-8%	-$75.7K	0.01%	643
2025 Q1	$941K	Sell	13,506 -74	-0.5%	-$5.15K	0.01%	619
2024 Q4	$893K	Buy	13,580 +2,004	+17%	+$132K	0.01%	540
2024 Q3	$795K	Buy	11,576 +1,604	+16%	+$110K	0.01%	491
2024 Q2	$579K	Buy	+9,972	New	+$579K	0.01%	544