WealthCare Investment Partners, LLC RSPU — INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF

Ownership history in WealthCare Investment Partners, LLC  ·  16 quarters on record

AI Ownership Summary

WealthCare Investment Partners, LLC reported INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF (RSPU) in 16 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.91% in 2024 Q1. The latest visible filing shows RSPU at 1.08% 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 WealthCare Investment Partners, LLC'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 1.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.91% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 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 WealthCare Investment Partners, LLC fund profile WealthCare Investment Partners, LLC full holdings
How WealthCare Investment Partners, LLC 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 48,962 +1,497 +3.2% 1.08% $3.9M 2026-04-09 $83.14
2025 Q4 ADDED — — — 47,465 +894 +1.9% 1.05% $3.6M 2026-01-06 $74.14
2025 Q3 ADDED — — — 46,571 +1,326 +2.9% 1.17% $3.6M 2025-11-07 $76.57
2025 Q2 REDUCED — — — 45,245 -408 -0.9% 1.16% $3.2M 2025-07-09 $69.54
2025 Q1 ADDED — — — 45,653 +675 +1.5% 1.30% $3.1M 2025-04-22 $66.65
2024 Q4 ADDED — — — 44,978 +70 +0.2% 1.29% $3.0M 2025-02-03 $64.59
2024 Q3 REDUCED 9.4% -3.7% ✅ 44,908 -4,686 -9.4% 1.33% $3.0M 2024-10-08 $64.63
2024 Q2 REDUCED 29.0% +19.2% ❌ 49,594 -20,256 -29.0% 1.34% $2.9M 2024-07-18 $56.81
2024 Q1 REDUCED 13.1% +2.5% ❌ 69,850 -10,562 -13.1% 1.91% $4.0M 2024-04-15 $51.58
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding RSPU

As of 2026 Q2 — sorted by position size

REDSTONE WEALTH MANAGEMENT, LLC 2.92% Friedenthal Financial 3Y 7Y 1.57% Flaharty Asset Management, LLC 3Y 7Y 0.48% BLUEDOOR PRIVATE WEALTH, LLC 0.4% Walker Asset Management, LLC 3Y 0.28% Sage Capital Management, LLC 0.23% Nova Wealth Management, Inc. 0.21% Farther Finance Advisors, LLC 0.02% SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3Y 7Y 0.02% First Heartland Consultants, Inc. 3Y 7Y 0.01%

FAQ About WealthCare Investment Partners, LLC and RSPU

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

How long has WealthCare Investment Partners, LLC reported owning RSPU?

WealthCare Investment Partners, LLC reported RSPU across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported RSPU position in WealthCare Investment Partners, LLC's portfolio?

The largest reported portfolio weight for RSPU was 1.91% in 2024 Q1.

What is the latest reported RSPU position on this page?

The most recent filing on this page is 2026 Q1, when WealthCare Investment Partners, LLC reported 48,962 shares, equal to 1.08% of portfolio, with an estimated market value of $3.9M.

What does the chart on this RSPU ownership page compare?

The chart compares WealthCare Investment Partners, LLC'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.

How well did WealthCare Investment Partners, LLC time their RSPU position?

Based on 13F filing dates vs. subsequent RSPU price moves, WealthCare Investment Partners, LLC correctly timed 7 out of 15 reported position changes (47%). The annualised alpha on RSPU relative to SPY over the holding period was -67.7%.

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