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

Delos Wealth 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 Q2	–	Sell	-5,216	Closed	-$363K	–	262
2025 Q1	$363K	Hold	5,216	–	–	0.29%	44
2024 Q4	$343K	Sell	5,216 -80	-2%	-$5.45K	0.27%	42
2024 Q3	$364K	Hold	5,296	–	–	0.32%	45
2024 Q2	$307K	Sell	5,296 -830	-14%	-$48.5K	0.3%	46
2024 Q1	$347K	Sell	6,126 -390	-6%	-$21K	0.39%	39
2023 Q4	$356K	Sell	6,516 -4,036	-38%	-$212K	0.52%	31
2023 Q3	$564K	Hold	10,552	–	–	0.68%	34
2023 Q2	$583K	Sell	10,552 -1,036	-9%	-$58.5K	0.74%	32
2023 Q1	$657K	Sell	11,588 -36,464	-76%	-$2.06M	0.83%	33
2022 Q4	$2.8M	Sell	48,052 -24,300	-34%	-$1.37M	4.31%	7
2022 Q3	$3.86M	Buy	72,352 +8,976	+14%	+$535K	4.62%	6
2022 Q2	$3.62M	Buy	63,376 +32,498	+105%	+$1.93M	4.05%	6
2022 Q1	$1.87M	Buy	+30,878	New	+$1.73M	1.84%	29

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

ACM

Alethea Capital Management Mercer Island, Washington $195M AUM 51.17% 1-Year Est. Return

SIM

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

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

Delos Wealth Advisors's RSPU Position: Q2 2025 in Review

Delos Wealth Advisors sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q2 2025, closing a stake of 5,216 shares — an estimated $363K sold.

Delos Wealth Advisors first reported a position in RSPU in Q1 2022 and held it in 13 quarters. The position peaked at $3.86M in Q3 2022. 110 funds tracked by Wall St. Rank hold RSPU as of Q2 2025.

Delos Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q2 2025 after selling out during the quarter.
Delos Wealth Advisors sold 5,216 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2025, an estimated $363K.
Delos Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2022 and held it in 13 quarters.
Delos Wealth Advisors's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $3.86M in Q3 2022.
110 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2025.

Based on Delos Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.