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Financial Advocates Investment Management’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Financial Advocates Investment 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
2025
Q2 		– Sell
-3,324
Closed -$232K – 742
2025
Q1 		$232K Sell
3,324
-109
-3% -$7.4K 0.02% 638
2024
Q4 		$226K Sell
3,433
-21
-0.6% -$1.43K 0.01% 674
2024
Q3 		$237K Buy
+3,454
New +$218K 0.01% 672
2024
Q2 		– Sell
-3,628
Closed -$205K – 813
2024
Q1 		$205K Buy
+3,628
New +$195K 0.01% 711

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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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 $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

Financial Advocates Investment Management's RSPU Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q2 2025, closing a stake of 3,324 shares — an estimated $232K sold.

Financial Advocates Investment Management first reported a position in RSPU in Q1 2024 and held it in 4 quarters. The position peaked at $237K in Q3 2024. 110 funds tracked by Wall St. Rank hold RSPU as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,324 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2025, an estimated $232K.
  • Financial Advocates Investment Management first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2024 and held it in 4 quarters.
  • Financial Advocates Investment Management's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $237K in Q3 2024.
  • 110 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.