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

B. Riley 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
2024
Q4 		$256K Hold
3,900
– – 0.01% 935
2024
Q3 		$270K Hold
3,900
– – 0.01% 1009
2024
Q2 		$226K Sell
3,900
-300
-7% -$17.5K 0.01% 1162
2024
Q1 		$211K Sell
4,200
-50
-1% -$2.69K 0.01% 1243
2023
Q4 		$232K Buy
4,250
+50
+1% +$2.63K 0.01% 1183
2023
Q3 		$211K Sell
4,200
-250
-6% -$13.7K 0.01% 1243
2023
Q2 		$246K Hold
4,450
– – 0.01% 1231
2023
Q1 		$252K Hold
4,450
– – 0.01% 1158
2022
Q4 		$259K Hold
4,450
– – 0.01% 1113
2022
Q3 		$238K Hold
4,450
– – 0.01% 1141
2022
Q2 		$255K Sell
4,450
-3,354
-43% -$199K 0.01% 950
2022
Q1 		$472K Sell
7,804
-592
-7% -$33.3K 0.02% 783
2021
Q4 		$480K Buy
8,396
+52
+0.6% +$2.8K 0.01% 829
2021
Q3 		$429K Sell
8,344
-244
-3% -$13.2K 0.01% 857
2021
Q2 		$444K Buy
8,588
+774
+10% +$41.1K 0.01% 825
2021
Q1 		$405K Buy
+7,814
New +$387K 0.01% 839
2020
Q3 		– Sell
-6,904
Closed -$314K – 977
2020
Q2 		$314K Buy
6,904
+262
+4% +$12.1K 0.02% 619
2020
Q1 		$294K Sell
6,642
-66
-1% -$3.43K 0.03% 541
2019
Q4 		$357K Buy
6,708
+88
+1% +$4.59K 0.03% 532
2019
Q3 		$353K Hold
6,620
– – 0.03% 533
2019
Q2 		$327K Hold
6,620
– – 0.04% 528
2019
Q1 		$321K Hold
6,620
– – 0.04% 468
2018
Q4 		$294K Hold
6,620
– – 0.04% 440
2018
Q3 		$291K Buy
6,620
+28
+0.4% +$1.23K 0.03% 510
2018
Q2 		$282K Buy
6,592
+492
+8% +$20.3K 0.04% 494
2018
Q1 		$252K Buy
6,100
+2
+0% +$82 0.04% 508
2017
Q4 		$262K Buy
+6,098
New +$270K 0.04% 496
2016
Q4 		– Sell
-24,072
Closed -$976K – 626
2016
Q3 		$976K Buy
24,072
+706
+3% +$29.8K 0.19% 139
2016
Q2 		$1.02M Buy
+23,366
New +$966K 0.21% 131
2016
Q1 		– Sell
-22,972
Closed -$831K – 603
2015
Q4 		$831K Sell
22,972
-2,100
-8% -$76K 0.17% 159
2015
Q3 		$890K Buy
25,072
+3,460
+16% +$123K 0.21% 125
2015
Q2 		$750K Sell
21,612
-940
-4% -$34.5K 0.19% 148
2015
Q1 		$837K Buy
22,552
+6,690
+42% +$259K 0.2% 132
2014
Q4 		$623 Buy
15,862
+2,060
+15% +$78.3K 0.01% 851
2014
Q3 		$495K Sell
13,802
-15,442
-53% -$559K 0.13% 209
2014
Q2 		$546K Buy
29,244
+14,622
+100% +$521K 0.13% 181
2014
Q1 		$503K Buy
14,622
+1,736
+13% +$56.4K 0.15% 151
2013
Q4 		$408K Buy
12,886
+1,020
+9% +$32.4K 0.13% 174
2013
Q3 		$367K Buy
11,866
+2,226
+23% +$70.4K 0.13% 184
2013
Q2 		$301K Buy
+9,640
New +$312K 0.1% 229

Other funds holding RSPU

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

B. Riley Wealth Advisors's RSPU Position: Q4 2024 in Review

B. Riley Wealth Advisors held its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) position steady in Q4 2024 at 3,900 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #935.

B. Riley Wealth Advisors first reported a position in RSPU in Q2 2013 and has held it in 40 quarters since. The position peaked at $1.02M in Q2 2016. 110 funds tracked by Wall St. Rank hold RSPU as of Q4 2024.

  • B. Riley Wealth Advisors held 3,900 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $256K as of Q4 2024.
  • B. Riley Wealth Advisors left its Invesco S&P 500 Equal Weight Utilities ETF share count unchanged in Q4 2024.
  • Invesco S&P 500 Equal Weight Utilities ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #935 holding.
  • B. Riley Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2013 and has held it in 40 quarters since.
  • B. Riley Wealth Advisors's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $1.02M in Q2 2016.
  • 110 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.