Envestnet Asset Management
RSPU icon

Envestnet Asset Management’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Envestnet Asset Management’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 		$2.31M Buy
28,474
+1,593
+6% +$126K ﹤0.01% 2908
2025
Q4 		$2.01M Buy
26,881
+136
+0.5% +$10.5K ﹤0.01% 2824
2025
Q3 		$2.05M Buy
26,745
+1,618
+6% +$120K ﹤0.01% 2864
2025
Q2 		$1.79M Buy
25,127
+2,217
+10% +$155K ﹤0.01% 2907
2025
Q1 		$1.6M Buy
22,910
+307
+1% +$20.8K ﹤0.01% 2880
2024
Q4 		$1.49M Buy
22,603
+2,918
+15% +$199K ﹤0.01% 2887
2024
Q3 		$1.35M Buy
19,685
+107
+0.5% +$6.76K ﹤0.01% 2916
2024
Q2 		$1.14M Buy
19,578
+2,823
+17% +$165K ﹤0.01% 2952
2024
Q1 		$948K Sell
16,755
-2,244
-12% -$121K ﹤0.01% 3064
2023
Q4 		$1.04M Sell
18,999
-1,807
-9% -$94.9K ﹤0.01% 2919
2023
Q3 		$1.05M Sell
20,806
-2,700
-11% -$148K ﹤0.01% 2782
2023
Q2 		$1.3M Buy
23,506
+272
+1% +$15.4K ﹤0.01% 2550
2023
Q1 		$1.32M Sell
23,234
-3,572
-13% -$202K ﹤0.01% 2469
2022
Q4 		$1.56M Sell
26,806
-1,256
-4% -$70.6K ﹤0.01% 2332
2022
Q3 		$1.5M Buy
28,062
+8,716
+45% +$519K ﹤0.01% 2264
2022
Q2 		$1.1M Buy
19,346
+12,118
+168% +$719K ﹤0.01% 2508
2022
Q1 		$437K Buy
7,228
+1,084
+18% +$60.9K ﹤0.01% 3199
2021
Q4 		$351K Sell
6,144
-2,220
-27% -$119K ﹤0.01% 3318
2021
Q3 		$429K Buy
8,364
+1,910
+30% +$103K ﹤0.01% 3062
2021
Q2 		$333K Sell
6,454
-186
-3% -$9.89K ﹤0.01% 3228
2021
Q1 		$343K Buy
+6,640
New +$329K ﹤0.01% 3066
2020
Q1 		– Sell
-18,736
Closed -$996K – 3111
2019
Q4 		$996K Buy
18,736
+2,362
+14% +$123K ﹤0.01% 2030
2019
Q3 		$873K Buy
16,374
+3,082
+23% +$157K ﹤0.01% 2035
2019
Q2 		$657K Buy
13,292
+1,404
+12% +$68.3K ﹤0.01% 2211
2019
Q1 		$576K Sell
11,888
-3,292
-22% -$152K ﹤0.01% 2254
2018
Q4 		$674K Buy
+15,180
New +$689K ﹤0.01% 1970
2016
Q3 		– Sell
-150,766
Closed -$6.6M – 3034
2016
Q2 		$6.6M Buy
+150,766
New +$6.23M 0.03% 532
2014
Q3 		– Sell
-84,764
Closed -$3.16M – 2844
2014
Q2 		$3.16M Buy
+84,764
New +$3.02M 0.03% 286

Other funds holding RSPU

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $814M AUM 18.17% 1-Year Est. Return

Envestnet Asset Management's RSPU Position: Q1 2026 in Review

Envestnet Asset Management increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 5.9% in Q1 2026, buying an estimated $126K and bringing the position to 28,474 shares worth $2.31M. The position accounts for ﹤0.01% of the portfolio, ranked #2908.

Envestnet Asset Management first reported a position in RSPU in Q2 2014 and has held it in 28 quarters since. The position peaked at $6.6M in Q2 2016. 125 funds tracked by Wall St. Rank hold RSPU as of Q1 2026.

  • Envestnet Asset Management held 28,474 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $2.31M as of Q1 2026.
  • Envestnet Asset Management bought 1,593 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2026, an estimated $126K.
  • Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2908 holding.
  • Envestnet Asset Management first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2014 and has held it in 28 quarters since.
  • Envestnet Asset Management's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $6.6M in Q2 2016.
  • 125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.