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

Concurrent Investment 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
Q2 		$710K Buy
8,750
+1,827
+26% +$147K 0.01% 1193
2026
Q1 		$562K Buy
6,923
+4,016
+138% +$318K 0.01% 1154
2025
Q4 		$217K Buy
+2,907
New +$224K ﹤0.01% 1595

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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Concurrent Investment Advisors's RSPU Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 26% in Q2 2026, buying an estimated $147K and bringing the position to 8,750 shares worth $710K. The position accounts for 0.01% of the portfolio, ranked #1193.

Concurrent Investment Advisors first reported a position in RSPU in Q4 2025 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

  • Concurrent Investment Advisors held 8,750 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $710K as of Q2 2026.
  • Concurrent Investment Advisors bought 1,827 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $147K.
  • Invesco S&P 500 Equal Weight Utilities ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1193 holding.
  • Concurrent Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2025 and has held it in 3 quarters since.
  • 132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.