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

Arete Wealth 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	–	Sell	-36,646	Closed	-$2.97M	–	361
2026 Q1	$2.97M	Buy	+36,646	New	+$2.9M	0.22%	110
2024 Q1	–	Sell	-7,954	Closed	-$434K	–	657
2023 Q4	$434K	Buy	+7,954	New	+$418K	0.03%	439

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

Arete Wealth Advisors's RSPU Position: Q2 2026 in Review

Arete Wealth Advisors sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q2 2026, closing a stake of 36,646 shares — an estimated $2.97M sold.

Arete Wealth Advisors first reported a position in RSPU in Q4 2023 and held it in 2 quarters. The position peaked at $2.97M in Q1 2026. 132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

Arete Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q2 2026 after selling out during the quarter.
Arete Wealth Advisors sold 36,646 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $2.97M.
Arete Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2023 and held it in 2 quarters.
Arete Wealth Advisors's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $2.97M in Q1 2026.
132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.