Allworth Financial’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Allworth Financial’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	$103K	Buy	1,273 +603	+90%	+$48.4K	﹤0.01%	1923
2026 Q1	$54.3K	Sell	670 -285	-30%	-$22.6K	﹤0.01%	2260
2025 Q4	$71.4K	Hold	955	–	–	﹤0.01%	1960
2025 Q3	$73.2K	Buy	955 +670	+235%	+$49.6K	﹤0.01%	1861
2025 Q2	$20.3K	Hold	285	–	–	﹤0.01%	2514
2025 Q1	$19.8K	Buy	+285	New	+$19.3K	﹤0.01%	2085
2021 Q4	–	Sell	-644	Closed	-$33K	–	2094
2021 Q3	$33K	Buy	+644	New	+$34.8K	﹤0.01%	892
2018 Q3	–	Sell	-52	Closed	-$2K	–	976
2018 Q2	$2K	Buy	+52	New	+$2.15K	﹤0.01%	823

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

Allworth Financial's RSPU Position: Q2 2026 in Review

Allworth Financial increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 90% in Q2 2026, buying an estimated $48.4K and bringing the position to 1,273 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1923.

Allworth Financial first reported a position in RSPU in Q2 2018 and has held it in 8 quarters since. 132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

Allworth Financial held 1,273 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $103K as of Q2 2026.
Allworth Financial bought 603 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $48.4K.
Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1923 holding.
Allworth Financial first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2018 and has held it in 8 quarters since.
132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.