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

Alethea Capital 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	–	Sell	-2,847	Closed	-$213K	–	17
2025 Q4	$213K	Sell	2,847 -25	-0.9%	-$1.93K	0.1%	10
2025 Q3	$220K	Sell	2,872 -91,117	-97%	-$6.75M	0.14%	30
2025 Q2	$6.68M	Buy	+93,989	New	+$6.58M	5.06%	4
2024 Q2	–	Sell	-11,396	Closed	-$645K	–	46
2024 Q1	$645K	Buy	+11,396	New	+$613K	0.52%	8

Other funds holding RSPU

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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 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

Alethea Capital Management's RSPU Position: Q1 2026 in Review

Alethea Capital Management sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q1 2026, closing a stake of 2,847 shares — an estimated $213K sold.

Alethea Capital Management first reported a position in RSPU in Q1 2024 and held it in 4 quarters. The position peaked at $6.68M in Q2 2025. 125 funds tracked by Wall St. Rank hold RSPU as of Q1 2026.

Alethea Capital Management reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q1 2026 after selling out during the quarter.
Alethea Capital Management sold 2,847 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2026, an estimated $213K.
Alethea Capital Management first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2024 and held it in 4 quarters.
Alethea Capital Management's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $6.68M in Q2 2025.
125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2026.

Based on Alethea Capital Management's 13F filing for Q1 2026, filed 13 May 2026.