RSPU — INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  16 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF (RSPU) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows RSPU at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RSPU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RSPU was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RSPU stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held RSPU — position size vs. price
% of Fund (quarterly)    RSPU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 666 +4 +0.6% 0.00% $54K 2026-04-13 $82.19
2025 Q4 ADDED 662 +4 +0.6% 0.00% $49K 2026-02-06 $76.34
2025 Q3 ADDED 658 +5 +0.8% 0.00% $50K 2025-11-14 (Est.) $76.62
2025 Q2 ADDED 653 +4 +0.6% 0.00% $46K 2025-08-04 $75.16
2025 Q1 ADDED 649 +4 +0.6% 0.00% $45K 2025-04-23 $67.34
2024 Q4 ADDED 645 +4 +0.6% 0.00% $42K 2025-02-10 $65.64
2024 Q3 ADDED 641 +5 +0.8% 0.00% $44K 2024-10-28 $65.96
2024 Q2 ADDED 636 +4 +0.6% 0.00% $37K 2024-08-06 $59.19
2024 Q1 ADDED 632 +3 +0.5% 0.00% $36K 2024-05-01 $54.84
2023 Q4 ADDED 629 +6 +1.0% 0.00% $34K 2024-01-10 $52.18
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding RSPU

As of 2026 Q1 — sorted by position size

REDSTONE WEALTH MANAGEMENT, LLC 2.38% Friedenthal Financial 3Y 7Y 1.66% WealthCare Investment Partners, LLC 3Y 1.08% Sage Capital Management, LLC 0.28% Nova Wealth Management, Inc. 0.23% PLANNING DIRECTIONS INC 3Y 7Y 0.11% Tradewinds Capital Management, LLC 3Y 7Y 0.03% Farther Finance Advisors, LLC 0.02% SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3Y 7Y 0.02% First Heartland Consultants, Inc. 3Y 7Y 0.02%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and RSPU

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning RSPU?

CREATIVE FINANCIAL DESIGNS INC /ADV reported RSPU across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported RSPU position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for RSPU was 0.00% in 2024 Q3.

What is the latest reported RSPU position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 666 shares, equal to 0.00% of portfolio, with an estimated market value of $54K.

What does the chart on this RSPU ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly RSPU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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