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

Atria Wealth Solutions’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
2025 Q2	$4.15M	Sell	58,398 -129,245	-69%	-$9.05M	0.09%	247
2025 Q1	$13.1M	Sell	187,643 -916	-0.5%	-$62.2K	0.16%	141
2024 Q4	$12.4M	Buy	188,559 +1,378	+0.7%	+$93.8K	0.14%	159
2024 Q3	$12.9M	Buy	187,181 +1,804	+1%	+$114K	0.14%	161
2024 Q2	$10.8M	Buy	185,377 +27,108	+17%	+$1.59M	0.12%	178
2024 Q1	$8.96M	Buy	158,269 +9,386	+6%	+$505K	0.1%	209
2023 Q4	$8.12M	Sell	148,883 -2,499	-2%	-$131K	0.1%	205
2023 Q3	$7.61M	Buy	151,382 +9,904	+7%	+$541K	0.11%	196
2023 Q2	$7.82M	Sell	141,478 -248	-0.2%	-$14K	0.11%	186
2023 Q1	$8.04M	Sell	141,726 -5,756	-4%	-$326K	0.12%	172
2022 Q4	$8.58M	Buy	147,482 +818	+0.6%	+$46K	0.14%	161
2022 Q3	$7.82M	Buy	146,664 +4,082	+3%	+$243K	0.14%	157
2022 Q2	$8.14M	Sell	142,582 -5,288	-4%	-$314K	0.15%	140
2022 Q1	$8.94M	Buy	+147,870	New	+$8.31M	0.15%	147

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ACM

Alethea Capital Management Mercer Island, Washington $241M AUM 112.74% 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

Atria Wealth Solutions's RSPU Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 69% in Q2 2025, selling an estimated $9.05M and leaving 58,398 shares worth $4.15M. The position accounts for 0.09% of the portfolio, ranked #247.

Atria Wealth Solutions first reported a position in RSPU in Q1 2022 and has held it in 14 quarters since. The position peaked at $13.1M in Q1 2025. 110 funds tracked by Wall St. Rank hold RSPU as of Q2 2025.

Atria Wealth Solutions held 58,398 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $4.15M as of Q2 2025.
Atria Wealth Solutions sold 129,245 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2025, an estimated $9.05M.
Invesco S&P 500 Equal Weight Utilities ETF made up 0.09% of Atria Wealth Solutions's portfolio in Q2 2025, its #247 holding.
Atria Wealth Solutions first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $13.1M in Q1 2025.
110 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.