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

Arax Advisory Partners’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	$41.4K	Hold	510	–	–	﹤0.01%	1761
2025 Q4	$38.1K	Buy	+510	New	+$39.3K	﹤0.01%	1758
2025 Q3	–	Sell	-392	Closed	-$27.9K	–	4149
2025 Q2	$27.9K	Hold	392	–	–	﹤0.01%	1516
2025 Q1	$27.3K	Hold	392	–	–	﹤0.01%	1171
2024 Q4	$25.8K	Hold	392	–	–	﹤0.01%	1114
2024 Q3	$26.9K	Sell	392 -86	-18%	-$5.43K	﹤0.01%	958
2024 Q2	$27.7K	Hold	478	–	–	﹤0.01%	868
2024 Q1	$27.1K	Hold	478	–	–	﹤0.01%	618
2023 Q4	$26.1K	Hold	478	–	–	﹤0.01%	603
2023 Q3	$24K	Hold	478	–	–	﹤0.01%	554
2023 Q2	$26.4K	Hold	478	–	–	﹤0.01%	542
2023 Q1	$27.1K	Hold	478	–	–	﹤0.01%	536
2022 Q4	$27.8K	Hold	478	–	–	﹤0.01%	520
2022 Q3	$25K	Hold	478	–	–	﹤0.01%	537
2022 Q2	$27K	Hold	478	–	–	﹤0.01%	526
2022 Q1	$29K	Hold	478	–	–	﹤0.01%	531
2021 Q4	$27K	Hold	478	–	–	﹤0.01%	542
2021 Q3	$25K	Hold	478	–	–	﹤0.01%	536
2021 Q2	$25K	Buy	+478	New	+$25.4K	﹤0.01%	557
2020 Q4	$51K	Hold	1,026	–	–	0.01%	409
2020 Q3	$48K	Hold	1,026	–	–	0.01%	388
2020 Q2	$47K	Hold	1,026	–	–	0.01%	378
2020 Q1	$45K	Buy	+1,026	New	+$53.3K	0.01%	365

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

Arax Advisory Partners's RSPU Position: Q1 2026 in Review

Arax Advisory Partners held its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) position steady in Q1 2026 at 510 shares worth $41.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1761.

Arax Advisory Partners first reported a position in RSPU in Q1 2020 and has held it in 23 quarters since. The position peaked at $51K in Q4 2020. 125 funds tracked by Wall St. Rank hold RSPU as of Q1 2026.

Arax Advisory Partners held 510 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $41.4K as of Q1 2026.
Arax Advisory Partners 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 Arax Advisory Partners's portfolio in Q1 2026, its #1761 holding.
Arax Advisory Partners first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2020 and has held it in 23 quarters since.
Arax Advisory Partners's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $51K in Q4 2020.
125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.