WealthCare Investment Partners’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

WealthCare Investment Partners’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	$4.08M	Buy	50,249 +1,287	+3%	+$103K	0.99%	27
2026 Q1	$3.9M	Buy	48,962 +1,497	+3%	+$119K	1.08%	25
2025 Q4	$3.59M	Buy	47,465 +894	+2%	+$69K	1.05%	24
2025 Q3	$3.59M	Buy	46,571 +1,326	+3%	+$98.2K	1.17%	23
2025 Q2	$3.22M	Sell	45,245 -408	-0.9%	-$28.6K	1.16%	23
2025 Q1	$3.06M	Buy	45,653 +675	+2%	+$45.8K	1.3%	22
2024 Q4	$2.97M	Buy	44,978 +70	+0.2%	+$4.76K	1.29%	22
2024 Q3	$3.04M	Sell	44,908 -4,686	-9%	-$296K	1.33%	20
2024 Q2	$2.88M	Sell	49,594 -20,256	-29%	-$1.18M	1.34%	22
2024 Q1	$3.95M	Sell	69,850 -10,562	-13%	-$568K	1.91%	13
2023 Q4	$4.49M	Sell	80,412 -14,382	-15%	-$756K	2.45%	9
2023 Q3	$4.57M	Sell	94,794 -3,646	-4%	-$199K	2.78%	7
2023 Q2	$5.55M	Buy	98,440 +4,622	+5%	+$261K	3.33%	7
2023 Q1	$5.32M	Buy	93,818 +22,442	+31%	+$1.27M	3.22%	6
2022 Q4	$4.15M	Buy	71,376 +25,682	+56%	+$1.44M	2.83%	9
2022 Q3	$2.44M	Buy	45,694 +20,374	+80%	+$1.21M	2.01%	10
2022 Q2	$1.45M	Buy	+25,320	New	+$1.5M	1.24%	22

Other funds holding RSPU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

DWM

Denver Wealth Management Denver, Colorado $349M AUM 24.65% 1-Year Est. Return

SIM

Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthCare Investment Partners's RSPU Position: Q2 2026 in Review

WealthCare Investment Partners increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 2.6% in Q2 2026, buying an estimated $103K and bringing the position to 50,249 shares worth $4.08M. The position accounts for 0.99% of the portfolio, ranked #27.

WealthCare Investment Partners first reported a position in RSPU in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.55M in Q2 2023. 132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

WealthCare Investment Partners held 50,249 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $4.08M as of Q2 2026.
WealthCare Investment Partners bought 1,287 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $103K.
Invesco S&P 500 Equal Weight Utilities ETF made up 0.99% of WealthCare Investment Partners's portfolio in Q2 2026, its #27 holding.
WealthCare Investment Partners first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2022 and has held it in 17 quarters since.
WealthCare Investment Partners's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $5.55M in Q2 2023.
132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.