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Gladstone Institutional Advisory’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Gladstone Institutional Advisory’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 		$562K Buy
+6,924
New +$556K 0.02% 556

Other funds holding RSPU

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MWS
MFA Wealth Services Thousand Oaks, California $167M AUM 20.54% 1-Year Est. Return
BPW
BlueDoor Private Wealth Beverly, Massachusetts $238M AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Gladstone Institutional Advisory's RSPU Position: Q2 2026 in Review

Gladstone Institutional Advisory opened a new position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q2 2026: 6,924 shares worth $562K. The stake represents 0.02% of the portfolio and ranks #556 among its holdings.

34 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

  • Gladstone Institutional Advisory held 6,924 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $562K as of Q2 2026.
  • Invesco S&P 500 Equal Weight Utilities ETF was a new Gladstone Institutional Advisory position in Q2 2026.
  • Invesco S&P 500 Equal Weight Utilities ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #556 holding.
  • 34 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.