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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SIM
Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return
DWM
Denver Wealth Management Denver, Colorado $291M AUM 17.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

WealthCare Investment Partners's RSPU Position: Q1 2026 in Review

WealthCare Investment Partners increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 3.2% in Q1 2026, buying an estimated $119K and bringing the position to 48,962 shares worth $3.9M. The position accounts for 1.08% of the portfolio, ranked #25.

WealthCare Investment Partners first reported a position in RSPU in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.55M in Q2 2023. 125 funds tracked by Wall St. Rank hold RSPU as of Q1 2026.

  • WealthCare Investment Partners held 48,962 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $3.9M as of Q1 2026.
  • WealthCare Investment Partners bought 1,497 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2026, an estimated $119K.
  • Invesco S&P 500 Equal Weight Utilities ETF made up 1.08% of WealthCare Investment Partners's portfolio in Q1 2026, its #25 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 16 quarters since.
  • WealthCare Investment Partners's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $5.55M in Q2 2023.
  • 125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.