AE Wealth Management’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

AE Wealth Management’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	$38.1K	Buy	470 +3	+0.6%	+$241	﹤0.01%	2144
2026 Q1	$37.9K	Buy	467 +3	+0.6%	+$238	﹤0.01%	2026
2025 Q4	$34.7K	Sell	464 -105	-18%	-$8.1K	﹤0.01%	1918
2025 Q3	$43.6K	Buy	569 +3	+0.5%	+$222	﹤0.01%	1744
2025 Q2	$40.2K	Buy	566 +3	+0.5%	+$210	﹤0.01%	1638
2025 Q1	$39.2K	Buy	563 +3	+0.5%	+$204	﹤0.01%	1622
2024 Q4	$36.8K	Buy	+560	New	+$38.1K	﹤0.01%	1612
2023 Q1	–	Sell	-10,564	Closed	-$615K	–	1987
2022 Q4	$615K	Sell	10,564 -6,386	-38%	-$359K	﹤0.01%	1194
2022 Q3	$903K	Buy	+16,950	New	+$1.01M	0.01%	981
2022 Q2	–	Sell	-127,312	Closed	-$7.7M	–	1819
2022 Q1	$7.7M	Buy	+127,312	New	+$7.15M	0.05%	342
2021 Q2	–	Sell	-6,998	Closed	-$362K	–	1665
2021 Q1	$362K	Buy	6,998 +66	+1%	+$3.27K	﹤0.01%	1189
2020 Q4	$347K	Sell	6,932 -1,464	-17%	-$73.7K	﹤0.01%	1085
2020 Q3	$396K	Sell	8,396 -826	-9%	-$39.2K	0.01%	947
2020 Q2	$419K	Sell	9,222 -32	-0.3%	-$1.48K	0.01%	934
2020 Q1	$409K	Buy	9,254 +4	+0%	+$208	0.01%	747
2019 Q4	$492K	Sell	9,250 -113,606	-92%	-$5.92M	0.01%	740
2019 Q3	$6.55M	Buy	122,856 +4,112	+3%	+$210K	0.19%	98
2019 Q2	$5.87M	Buy	118,744 +113,558	+2,190%	+$5.52M	0.18%	102
2019 Q1	$251K	Buy	+5,186	New	+$240K	0.02%	522

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

AE Wealth Management's RSPU Position: Q2 2026 in Review

AE Wealth Management increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 0.64% in Q2 2026, buying an estimated $241 and bringing the position to 470 shares worth $38.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2144.

AE Wealth Management first reported a position in RSPU in Q1 2019 and has held it in 19 quarters since. The position peaked at $7.7M in Q1 2022. 132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

AE Wealth Management held 470 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $38.1K as of Q2 2026.
AE Wealth Management bought 3 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $241.
Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2144 holding.
AE Wealth Management first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2019 and has held it in 19 quarters since.
AE Wealth Management's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $7.7M in Q1 2022.
132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.