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

Envestnet Portfolio Solutions’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	-4,712	Closed	-$361K	–	1546
2025 Q3	$361K	Sell	4,712 -145	-3%	-$10.7K	﹤0.01%	1168
2025 Q2	$345K	Sell	4,857 -107	-2%	-$7.49K	﹤0.01%	1280
2025 Q1	$346K	Buy	+4,964	New	+$337K	﹤0.01%	1223
2024 Q4	–	Sell	-7,510	Closed	-$516K	–	1786
2024 Q3	$516K	Buy	+7,510	New	+$474K	﹤0.01%	1189
2023 Q4	–	Sell	-8,557	Closed	-$430K	–	1597
2023 Q3	$430K	Buy	+8,557	New	+$468K	﹤0.01%	1050

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

DWM

Denver Wealth Management Denver, Colorado $291M AUM 17.03% 1-Year Est. Return

SIM

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

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

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

Envestnet Portfolio Solutions's RSPU Position: Q4 2025 in Review

Envestnet Portfolio Solutions sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q4 2025, closing a stake of 4,712 shares — an estimated $361K sold.

Envestnet Portfolio Solutions first reported a position in RSPU in Q3 2023 and held it in 5 quarters. The position peaked at $516K in Q3 2024. 116 funds tracked by Wall St. Rank hold RSPU as of Q4 2025.

Envestnet Portfolio Solutions reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q4 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 4,712 Invesco S&P 500 Equal Weight Utilities ETF shares in Q4 2025, an estimated $361K.
Envestnet Portfolio Solutions first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q3 2023 and held it in 5 quarters.
Envestnet Portfolio Solutions's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $516K 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 Envestnet Portfolio Solutions's 13F filing for Q4 2025, filed 6 Feb 2026.