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

Avantax Advisory Services’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 Q1	–	Sell	-8,361	Closed	-$550K	–	2317
2024 Q4	$550K	Sell	8,361 -702	-8%	-$47.8K	﹤0.01%	1381
2024 Q3	$623K	Buy	9,063 +191	+2%	+$12.1K	﹤0.01%	1277
2024 Q2	$515K	Buy	+8,872	New	+$519K	﹤0.01%	1342
2023 Q4	–	Sell	-5,183	Closed	-$261K	–	1660
2023 Q3	$261K	Sell	5,183 -61	-1%	-$3.33K	﹤0.01%	1277
2023 Q2	$290K	Sell	5,244 -3,052	-37%	-$172K	﹤0.01%	1206
2023 Q1	$470K	Sell	8,296 -2,430	-23%	-$137K	0.01%	946
2022 Q4	$624K	Buy	10,726 +1,562	+17%	+$87.8K	0.01%	779
2022 Q3	$488K	Sell	9,164 -1,932	-17%	-$115K	0.01%	784
2022 Q2	$634K	Buy	+11,096	New	+$658K	0.01%	686
2020 Q4	–	Sell	-7,730	Closed	-$363K	–	1282
2020 Q3	$363K	Buy	+7,730	New	+$367K	0.01%	940
2020 Q1	–	Sell	-4,074	Closed	-$216K	–	874
2019 Q4	$216K	Buy	+4,074	New	+$212K	0.01%	759

Other funds holding RSPU

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UWP

Uniting Wealth Partners Mission, Kansas $470M AUM 30.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

Avantax Advisory Services's RSPU Position: Q1 2025 in Review

Avantax Advisory Services sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q1 2025, closing a stake of 8,361 shares — an estimated $550K sold.

Avantax Advisory Services first reported a position in RSPU in Q4 2019 and held it in 11 quarters. The position peaked at $634K in Q2 2022. 105 funds tracked by Wall St. Rank hold RSPU as of Q1 2025.

Avantax Advisory Services reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q1 2025 after selling out during the quarter.
Avantax Advisory Services sold 8,361 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2025, an estimated $550K.
Avantax Advisory Services first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2019 and held it in 11 quarters.
Avantax Advisory Services's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $634K in Q2 2022.
105 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.