AF
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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
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 – 977
2018
Q2 		$2K Buy
+52
New +$2.15K ﹤0.01% 823

Other funds holding RSPU

LPL Financial
LPL Financial San Diego, California $376B 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