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

WealthShield 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	–	Sell	-790	Closed	-$64.1K	–	563
2026 Q1	$64.1K	Hold	790	–	–	0.01%	436
2025 Q4	$59.1K	Hold	790	–	–	0.01%	427
2025 Q3	$60.6K	Hold	790	–	–	0.01%	426
2025 Q2	$56.2K	Hold	790	–	–	0.01%	418
2025 Q1	$55K	Hold	790	–	–	0.01%	411
2024 Q4	$51.9K	Hold	790	–	–	0.01%	377
2024 Q3	$54.3K	Hold	790	–	–	0.01%	383
2024 Q2	$45.8K	Hold	790	–	–	0.01%	360
2024 Q1	$44.7K	Hold	790	–	–	0.01%	353
2023 Q4	$43.1K	Hold	790	–	–	0.01%	368
2023 Q3	$39.7K	Hold	790	–	–	0.01%	384
2023 Q2	$43.7K	Hold	790	–	–	0.01%	387
2023 Q1	$44.8K	Buy	+790	New	+$44.7K	0.01%	382
2021 Q3	–	Sell	-790	Closed	-$41K	–	627
2021 Q2	$41K	Hold	790	–	–	0.01%	518
2021 Q1	$41K	Buy	+790	New	+$39.2K	0.01%	492
2020 Q4	–	Sell	-790	Closed	-$37K	–	383
2020 Q3	$37K	Hold	790	–	–	0.01%	315
2020 Q2	$36K	Hold	790	–	–	0.02%	261
2020 Q1	$35K	Buy	+790	New	+$41K	0.02%	200

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

WealthShield Partners's RSPU Position: Q2 2026 in Review

WealthShield Partners sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q2 2026, closing a stake of 790 shares — an estimated $64.1K sold.

WealthShield Partners first reported a position in RSPU in Q1 2020 and held it in 18 quarters. The position peaked at $64.1K in Q1 2026. 132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

WealthShield Partners reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 790 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $64.1K.
WealthShield Partners first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2020 and held it in 18 quarters.
WealthShield Partners's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $64.1K in Q1 2026.
132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.