Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Wealth Enhancement Advisory Services’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 Q2	$211K	Sell	2,595 -47,058	-95%	-$3.78M	﹤0.01%	3542
2026 Q1	$4.08M	Buy	49,653 +45,815	+1,194%	+$3.63M	0.01%	994
2025 Q4	$288K	Buy	3,838 +2	+0.1%	+$154	﹤0.01%	2959
2025 Q3	$301K	Sell	3,836 -271	-7%	-$20.1K	﹤0.01%	2792
2025 Q2	$293K	Sell	4,107 -99,850	-96%	-$6.99M	﹤0.01%	2661
2025 Q1	$7.24M	Buy	103,957 +1,837	+2%	+$125K	0.01%	700
2024 Q4	$6.71M	Buy	102,120 +3,506	+4%	+$239K	0.01%	698
2024 Q3	$6.77M	Buy	+98,614	New	+$6.23M	0.01%	632

Other funds holding RSPU

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return