Ameritas Advisory Services’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Ameritas Advisory Services’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	$425K	Buy	5,240 +4,609	+730%	+$370K	0.01%	845
2026 Q1	$51.2K	Buy	+631	New	+$50K	﹤0.01%	947
2025 Q3	–	Sell	-129	Closed	-$9.17K	–	2770
2025 Q2	$9.17K	Buy	+129	New	+$9.03K	﹤0.01%	2051
2023 Q2	–	Sell	-18	Closed	-$1.05K	–	2139
2023 Q1	$1.05K	Buy	+18	New	+$1.02K	﹤0.01%	2536

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

Ameritas Advisory Services's RSPU Position: Q2 2026 in Review

Ameritas Advisory Services increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 730% in Q2 2026, buying an estimated $370K and bringing the position to 5,240 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #845.

Ameritas Advisory Services first reported a position in RSPU in Q1 2023 and has held it in 4 quarters since. 132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

Ameritas Advisory Services held 5,240 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $425K as of Q2 2026.
Ameritas Advisory Services bought 4,609 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $370K.
Invesco S&P 500 Equal Weight Utilities ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #845 holding.
Ameritas Advisory Services first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2023 and has held it in 4 quarters since.
132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.