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

Aptus Capital Advisors’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 		$8.11K Hold
100
– – ﹤0.01% 1511
2025
Q4 		$7.48K Hold
100
– – ﹤0.01% 1518
2025
Q3 		$7.67K Hold
100
– – ﹤0.01% 1454
2025
Q2 		$7.11K Hold
100
– – ﹤0.01% 1397
2025
Q1 		$6.96K Sell
100
-111
-53% -$7.54K ﹤0.01% 1311
2024
Q4 		$13.9K Buy
211
+111
+111% +$7.55K ﹤0.01% 1252
2024
Q3 		$6.87K Hold
100
– – ﹤0.01% 1123
2024
Q2 		$5.8K Sell
100
-80
-44% -$4.68K ﹤0.01% 1065
2024
Q1 		$10.2K Buy
180
+80
+80% +$4.3K ﹤0.01% 1036
2023
Q4 		$5.46K Hold
100
– – ﹤0.01% 831
2023
Q3 		$5.03K Hold
100
– – ﹤0.01% 833
2023
Q2 		$5.53K Buy
+100
New +$5.64K ﹤0.01% 724

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