Cambridge Investment Research Advisors’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Cambridge Investment Research 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
2026 Q1	$6.96M	Buy	85,860 +470	+0.6%	+$37.2K	0.02%	777
2025 Q4	$6.38M	Sell	85,390 -2,513	-3%	-$194K	0.02%	798
2025 Q3	$6.74M	Buy	87,903 +5,781	+7%	+$428K	0.02%	750
2025 Q2	$5.84M	Sell	82,122 -2,148	-3%	-$150K	0.02%	768
2025 Q1	$5.87M	Buy	84,270 +494	+0.6%	+$33.5K	0.02%	721
2024 Q4	$5.51M	Buy	83,776 +462	+0.6%	+$31.4K	0.02%	754
2024 Q3	$5.72M	Sell	83,314 -3,582	-4%	-$226K	0.02%	736
2024 Q2	$5.04M	Buy	86,896 +177	+0.2%	+$10.4K	0.02%	750
2024 Q1	$4.91M	Sell	86,719 -1,112	-1%	-$59.8K	0.02%	756
2023 Q4	$4.79M	Sell	87,831 -166	-0.2%	-$8.72K	0.02%	724
2023 Q3	$4.42M	Sell	87,997 -2,435	-3%	-$133K	0.02%	715
2023 Q2	$5M	Buy	90,432 +600	+0.7%	+$33.9K	0.02%	658
2023 Q1	$5.09M	Sell	89,832 -32,896	-27%	-$1.86M	0.03%	615
2022 Q4	$7.14M	Buy	122,728 +21,448	+21%	+$1.2M	0.04%	464
2022 Q3	$5.4M	Sell	101,280 -1,418	-1%	-$84.5K	0.03%	536
2022 Q2	$5.87M	Buy	102,698 +3,020	+3%	+$179K	0.03%	519
2022 Q1	$6.03M	Sell	99,678 -3,074	-3%	-$173K	0.03%	555
2021 Q4	$5.87M	Buy	102,752 +2,578	+3%	+$139K	0.03%	583
2021 Q3	$5.14M	Buy	100,174 +1,978	+2%	+$107K	0.03%	591
2021 Q2	$5.07M	Buy	98,196 +3,702	+4%	+$197K	0.02%	612
2021 Q1	$4.89M	Sell	94,494 -6,868	-7%	-$341K	0.03%	573
2020 Q4	$5.07M	Buy	101,362 +9,902	+11%	+$499K	0.03%	521
2020 Q3	$4.32M	Sell	91,460 -13,786	-13%	-$654K	0.03%	514
2020 Q2	$4.79M	Sell	105,246 -16,006	-13%	-$740K	0.04%	457
2020 Q1	$5.36M	Buy	121,252 +11,852	+11%	+$616K	0.05%	347
2019 Q4	$5.81M	Buy	109,400 +19,462	+22%	+$1.01M	0.04%	406
2019 Q3	$4.8M	Buy	89,938 +19,254	+27%	+$981K	0.04%	425
2019 Q2	$3.49M	Sell	70,684 -41,172	-37%	-$2M	0.03%	524
2019 Q1	$5.42M	Buy	111,856 +50,946	+84%	+$2.36M	0.05%	349
2018 Q4	$2.7M	Buy	60,910 +18,984	+45%	+$861K	0.03%	543
2018 Q3	$1.84M	Buy	41,926 +1,682	+4%	+$73.7K	0.02%	725
2018 Q2	$1.72M	Buy	40,244 +874	+2%	+$36.1K	0.02%	708
2018 Q1	$1.63M	Sell	39,370 -2,120	-5%	-$86.9K	0.02%	699
2017 Q4	$1.78M	Sell	41,490 -476	-1%	-$21.1K	0.02%	631
2017 Q3	$1.81M	Sell	41,966 -862	-2%	-$37.8K	0.02%	571
2017 Q2	$1.81M	Buy	42,828 +1,210	+3%	+$52K	0.03%	557
2017 Q1	$1.75M	Buy	41,618 +5,330	+15%	+$221K	0.03%	485
2016 Q4	$1.47M	Buy	36,288 +4,310	+13%	+$170K	0.03%	533
2016 Q3	$1.3M	Sell	31,978 -12,400	-28%	-$524K	0.02%	571
2016 Q2	$1.94M	Buy	44,378 +22,734	+105%	+$940K	0.04%	388
2016 Q1	$901K	Buy	21,644 +7,534	+53%	+$289K	0.02%	612
2015 Q4	$510K	Buy	14,110 +3,492	+33%	+$126K	0.01%	841
2015 Q3	$377K	Buy	10,618 +3,072	+41%	+$109K	0.01%	910
2015 Q2	$262K	Buy	7,546 +1,224	+19%	+$44.9K	0.01%	1130
2015 Q1	$235K	Sell	6,322 -4,326	-41%	-$167K	0.01%	1162
2014 Q4	$418K	Buy	+10,648	New	+$405K	0.01%	866

Other funds holding RSPU

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

SIM

Studio Investment Management Chicago, Illinois $555M AUM 15.74% 1-Year Est. Return

DWM

Denver Wealth Management Denver, Colorado $291M AUM 17.03% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $814M AUM 18.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cambridge Investment Research Advisors's RSPU Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 0.55% in Q1 2026, buying an estimated $37.2K and bringing the position to 85,860 shares worth $6.96M. The position accounts for 0.02% of the portfolio, ranked #777.

Cambridge Investment Research Advisors first reported a position in RSPU in Q4 2014 and has held it in 46 quarters since. The position peaked at $7.14M in Q4 2022. 125 funds tracked by Wall St. Rank hold RSPU as of Q1 2026.

Cambridge Investment Research Advisors held 85,860 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $6.96M as of Q1 2026.
Cambridge Investment Research Advisors bought 470 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2026, an estimated $37.2K.
Invesco S&P 500 Equal Weight Utilities ETF made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #777 holding.
Cambridge Investment Research Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2014 and has held it in 46 quarters since.
Cambridge Investment Research Advisors's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $7.14M in Q4 2022.
125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.