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 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 $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

SIM

Studio Investment Management Chicago, Illinois $555M AUM 15.74% 1-Year Est. Return

DWM

Denver Wealth Management Denver, Colorado $291M AUM 17.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $814M AUM 18.17% 1-Year Est. Return

WealthShield Partners's RSPU Position: Q1 2026 in Review

WealthShield Partners held its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) position steady in Q1 2026 at 790 shares worth $64.1K. The position accounts for 0.01% of the portfolio, ranked #436.

WealthShield Partners first reported a position in RSPU in Q1 2020 and has held it in 18 quarters since. 125 funds tracked by Wall St. Rank hold RSPU as of Q1 2026.

WealthShield Partners held 790 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $64.1K as of Q1 2026.
WealthShield Partners left its Invesco S&P 500 Equal Weight Utilities ETF share count unchanged in Q1 2026.
Invesco S&P 500 Equal Weight Utilities ETF made up 0.01% of WealthShield Partners's portfolio in Q1 2026, its #436 holding.
WealthShield Partners first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2020 and has held it in 18 quarters since.
125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.