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

Avior Wealth Management’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
-20
Closed -$1.31K – 2002
2024
Q4 		$1.31K Buy
+20
New +$1.36K ﹤0.01% 2175

Other funds holding RSPU

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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

Avior Wealth Management's RSPU Position: Q1 2025 in Review

Avior Wealth Management sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q1 2025, closing a stake of 20 shares — an estimated $1.31K sold.

Avior Wealth Management first reported a position in RSPU in Q4 2024 and held it in 1 quarter. The position peaked at $1.31K in Q4 2024. 105 funds tracked by Wall St. Rank hold RSPU as of Q1 2025.

  • Avior Wealth Management reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 20 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2025, an estimated $1.31K.
  • Avior Wealth Management first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2024 and held it in 1 quarter.
  • Avior Wealth Management's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $1.31K in Q4 2024.
  • 105 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.