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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
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
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

AE Wealth Management's RSPU Position: Q1 2026 in Review

AE Wealth Management increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 0.65% in Q1 2026, buying an estimated $238 and bringing the position to 467 shares worth $37.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2026.

AE Wealth Management first reported a position in RSPU in Q1 2019 and has held it in 18 quarters since. The position peaked at $7.7M in Q1 2022. 125 funds tracked by Wall St. Rank hold RSPU as of Q1 2026.

  • AE Wealth Management held 467 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $37.9K as of Q1 2026.
  • AE Wealth Management bought 3 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2026, an estimated $238.
  • Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2026 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 18 quarters since.
  • AE Wealth Management's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $7.7M in Q1 2022.
  • 125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.