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

Cetera 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 Q1	$577K	Buy	+10,191	New	+$548K	﹤0.01%	1511
2023 Q2	–	Sell	-4,380	Closed	-$248K	–	1745
2023 Q1	$248K	Buy	4,380 +822	+23%	+$46.5K	﹤0.01%	1382
2022 Q4	$207K	Buy	+3,558	New	+$200K	﹤0.01%	1426

Other funds holding RSPU

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

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

WIP

WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Cetera Advisors's RSPU Position: Q1 2024 in Review

Cetera Advisors opened a new position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q1 2024: 10,191 shares worth $577K. The stake represents ﹤0.01% of the portfolio and ranks #1511 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in RSPU as recently as Q1 2023.

Cetera Advisors first reported a position in RSPU in Q4 2022 and has held it in 3 quarters since. 96 funds tracked by Wall St. Rank hold RSPU as of Q1 2024.

Cetera Advisors held 10,191 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $577K as of Q1 2024.
Invesco S&P 500 Equal Weight Utilities ETF was a new Cetera Advisors position in Q1 2024.
Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1511 holding.
Cetera Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2022 and has held it in 3 quarters since.
96 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.