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American Trust’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

American Trust’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 		– Sell
-15,193
Closed -$1.23M – 360
2026
Q1 		$1.23M Buy
15,193
+200
+1% +$15.8K 0.11% 94
2025
Q4 		$2.87M Buy
14,993
+678
+5% +$52.3K 0.24% 64
2025
Q3 		$1.1M Buy
14,315
+191
+1% +$14.2K 0.09% 119
2025
Q2 		$1M Buy
+14,124
New +$989K 0.09% 113

Other funds holding RSPU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Trust's RSPU Position: Q2 2026 in Review

American Trust sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q2 2026, closing a stake of 15,193 shares — an estimated $1.23M sold.

American Trust first reported a position in RSPU in Q2 2025 and held it in 4 quarters. The position peaked at $2.87M in Q4 2025. 132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

  • American Trust reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q2 2026 after selling out during the quarter.
  • American Trust sold 15,193 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $1.23M.
  • American Trust first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2025 and held it in 4 quarters.
  • American Trust's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $2.87M in Q4 2025.
  • 132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.