Baird Financial Group
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Baird Financial Group’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Baird Financial Group’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
Q4 		– Sell
-17,116
Closed -$1.31M – 1855
2025
Q3 		$1.31M Sell
17,116
-16,581
-49% -$1.23M ﹤0.01% 1177
2025
Q2 		$2.4M Buy
33,697
+17,026
+102% +$1.19M ﹤0.01% 951
2025
Q1 		$1.16M Sell
16,671
-971
-6% -$65.9K ﹤0.01% 1128
2024
Q4 		$1.16M Sell
17,642
-8,537
-33% -$581K ﹤0.01% 1139
2024
Q3 		$1.8M Buy
26,179
+12,919
+97% +$816K ﹤0.01% 994
2024
Q2 		$770K Buy
+13,260
New +$776K ﹤0.01% 1266
2023
Q1 		– Sell
-28,514
Closed -$1.66M – 1746
2022
Q4 		$1.66M Sell
28,514
-17,592
-38% -$988K ﹤0.01% 933
2022
Q3 		$2.46M Buy
46,106
+27,838
+152% +$1.66M 0.01% 765
2022
Q2 		$1.04M Buy
+18,268
New +$1.08M ﹤0.01% 1068

Other funds holding RSPU

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
DWM
Denver Wealth Management Denver, Colorado $291M AUM 17.03% 1-Year Est. Return
SIM
Studio Investment Management Chicago, Illinois $555M AUM 15.74% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Baird Financial Group's RSPU Position: Q4 2025 in Review

Baird Financial Group sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q4 2025, closing a stake of 17,116 shares — an estimated $1.31M sold.

Baird Financial Group first reported a position in RSPU in Q2 2022 and held it in 9 quarters. The position peaked at $2.46M in Q3 2022. 116 funds tracked by Wall St. Rank hold RSPU as of Q4 2025.

  • Baird Financial Group reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q4 2025 after selling out during the quarter.
  • Baird Financial Group sold 17,116 Invesco S&P 500 Equal Weight Utilities ETF shares in Q4 2025, an estimated $1.31M.
  • Baird Financial Group first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2022 and held it in 9 quarters.
  • Baird Financial Group's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $2.46M in Q3 2022.
  • 116 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q4 2025.

Based on Baird Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.