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Blue Trust Inc’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Blue Trust Inc’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
Q3 		– Sell
-1
Closed -$45 – 2665
2025
Q2 		$45 Buy
+1
New +$70 ﹤0.01% 2425

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SIM
Studio Investment Management Chicago, Illinois $555M AUM 15.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UWP
Uniting Wealth Partners Mission, Kansas $470M AUM 30.3% 1-Year Est. Return

Blue Trust Inc's RSPU Position: Q3 2025 in Review

Blue Trust Inc sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q3 2025, closing a stake of 1 share — an estimated $45 sold.

Blue Trust Inc first reported a position in RSPU in Q2 2025 and held it in 1 quarter. The position peaked at $45 in Q2 2025. 110 funds tracked by Wall St. Rank hold RSPU as of Q3 2025.

  • Blue Trust Inc reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q3 2025 after selling out during the quarter.
  • Blue Trust Inc sold 1 Invesco S&P 500 Equal Weight Utilities ETF share in Q3 2025, an estimated $45.
  • Blue Trust Inc first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2025 and held it in 1 quarter.
  • Blue Trust Inc's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $45 in Q2 2025.
  • 110 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q3 2025.

Based on Blue Trust Inc's 13F filing for Q3 2025, filed 16 Oct 2025.