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

EverSource 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
2026
Q2 		$20.3K Hold
250
– – ﹤0.01% 2418
2026
Q1 		$20.3K Buy
+250
New +$19.8K ﹤0.01% 2498

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

EverSource Wealth Advisors's RSPU Position: Q2 2026 in Review

EverSource Wealth Advisors held its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) position steady in Q2 2026 at 250 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2418.

EverSource Wealth Advisors first reported a position in RSPU in Q1 2026 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

  • EverSource Wealth Advisors held 250 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $20.3K as of Q2 2026.
  • EverSource Wealth Advisors left its Invesco S&P 500 Equal Weight Utilities ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2418 holding.
  • EverSource Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2026 and has held it in 2 quarters since.
  • 132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.