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 Q2	$8.11K	Hold	100	–	–	﹤0.01%	1618
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 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

Aptus Capital Advisors's RSPU Position: Q2 2026 in Review

Aptus Capital Advisors held its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) position steady in Q2 2026 at 100 shares worth $8.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1618.

Aptus Capital Advisors first reported a position in RSPU in Q2 2023 and has held it in 13 quarters since. The position peaked at $13.9K in Q4 2024. 132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

Aptus Capital Advisors held 100 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $8.11K as of Q2 2026.
Aptus Capital Advisors left its Invesco S&P 500 Equal Weight Utilities ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1618 holding.
Aptus Capital Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2023 and has held it in 13 quarters since.
Aptus Capital Advisors's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $13.9K in Q4 2024.
132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.