WESPAC Advisors SoCal’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

WESPAC Advisors SoCal’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
2025 Q1	–	Sell	-8,650	Closed	-$569K	–	110
2024 Q4	$569K	Hold	8,650	–	–	0.13%	73
2024 Q3	$594K	Hold	8,650	–	–	0.14%	70
2024 Q2	$502K	Hold	8,650	–	–	0.13%	66
2024 Q1	$490K	Hold	8,650	–	–	0.13%	71
2023 Q4	$472K	Buy	+8,650	New	+$454K	0.14%	70
2018 Q3	–	Hold	0	–	–	–	271
2017 Q4	–	Sell	-5,960	Closed	-$256K	–	277
2017 Q3	$256K	Buy	5,960 +50	+0.8%	+$2.19K	0.15%	74
2017 Q2	$250K	Sell	5,910 -430	-7%	-$18.5K	0.16%	72
2017 Q1	$267K	Sell	6,340 -500	-7%	-$20.7K	0.17%	70
2016 Q4	$276K	Sell	6,840 -3,250	-32%	-$129K	0.18%	67
2016 Q3	$409K	Sell	10,090 -150	-1%	-$6.34K	0.28%	58
2016 Q2	$448K	Sell	10,240 -120	-1%	-$4.96K	0.29%	54
2016 Q1	$431K	Buy	+10,360	New	+$397K	0.32%	51

Other funds holding RSPU

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

UWP

Uniting Wealth Partners Mission, Kansas $470M AUM 30.3% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

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

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

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

WESPAC Advisors SoCal's RSPU Position: Q1 2025 in Review

WESPAC Advisors SoCal sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q1 2025, closing a stake of 8,650 shares — an estimated $569K sold.

WESPAC Advisors SoCal first reported a position in RSPU in Q1 2016 and held it in 12 quarters. The position peaked at $594K in Q3 2024. 105 funds tracked by Wall St. Rank hold RSPU as of Q1 2025.

WESPAC Advisors SoCal reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q1 2025 after selling out during the quarter.
WESPAC Advisors SoCal sold 8,650 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2025, an estimated $569K.
WESPAC Advisors SoCal first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2016 and held it in 12 quarters.
WESPAC Advisors SoCal's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $594K in Q3 2024.
105 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2025.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2025, filed 6 May 2025.