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

Clearstead 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
2025
Q4 		– Sell
-4,498
Closed -$345K – 3172
2025
Q3 		$345K Sell
4,498
-279
-6% -$20.7K ﹤0.01% 744
2025
Q2 		$340K Sell
4,777
-190
-4% -$13.3K ﹤0.01% 723
2025
Q1 		$346K Buy
+4,967
New +$337K 0.01% 668
2024
Q4 		– Sell
-8,579
Closed -$589K – 2177
2024
Q3 		$589K Buy
+8,579
New +$542K 0.01% 531

Other funds holding RSPU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $31B AUM 28.39% 1-Year Est. Return
DWM
Denver Wealth Management Denver, Colorado $349M AUM 24.65% 1-Year Est. Return
SIM
Studio Investment Management Chicago, Illinois $592M AUM 19.22% 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 $44.6B AUM 28.94% 1-Year Est. Return

Clearstead Advisors's RSPU Position: Q4 2025 in Review

Clearstead Advisors sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q4 2025, closing a stake of 4,498 shares — an estimated $345K sold.

Clearstead Advisors first reported a position in RSPU in Q3 2024 and held it in 4 quarters. The position peaked at $589K in Q3 2024. 116 funds tracked by Wall St. Rank hold RSPU as of Q4 2025.

  • Clearstead Advisors reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 4,498 Invesco S&P 500 Equal Weight Utilities ETF shares in Q4 2025, an estimated $345K.
  • Clearstead Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q3 2024 and held it in 4 quarters.
  • Clearstead Advisors's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $589K in Q3 2024.
  • 116 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.