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

AlphaCore Capital’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	$1.05K	Hold	13	–	–	﹤0.01%	1182
2025 Q4	$972	Hold	13	–	–	﹤0.01%	1403
2025 Q3	$997	Hold	13	–	–	﹤0.01%	1067
2025 Q2	$925	Hold	13	–	–	﹤0.01%	1047
2025 Q1	$905	Buy	+13	New	+$883	﹤0.01%	761
2024 Q1	–	Sell	-6	Closed	-$327	–	331
2023 Q4	$327	Buy	+6	New	+$315	﹤0.01%	388
2023 Q3	–	Sell	-20	Closed	-$1.11K	–	376
2023 Q2	$1.11K	Hold	20	–	–	﹤0.01%	345
2023 Q1	$1.13K	Hold	20	–	–	﹤0.01%	238
2022 Q4	$1.16K	Hold	20	–	–	﹤0.01%	173
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	145
2022 Q2	$1K	Buy	+20	New	+$1.19K	﹤0.01%	152

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

AlphaCore Capital's RSPU Position: Q1 2026 in Review

AlphaCore Capital held its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) position steady in Q1 2026 at 13 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

AlphaCore Capital first reported a position in RSPU in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.16K in Q4 2022. 125 funds tracked by Wall St. Rank hold RSPU as of Q1 2026.

AlphaCore Capital held 13 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $1.05K as of Q1 2026.
AlphaCore Capital left its Invesco S&P 500 Equal Weight Utilities ETF share count unchanged in Q1 2026.
Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q1 2026, its #1182 holding.
AlphaCore Capital first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2022 and has held it in 11 quarters since.
AlphaCore Capital's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $1.16K in Q4 2022.
125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.