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

HighTower 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 Q1	$495K	Sell	6,103 -457	-7%	-$36.2K	﹤0.01%	2723
2025 Q4	$491K	Sell	6,560 -1,432	-18%	-$110K	﹤0.01%	2640
2025 Q3	$613K	Sell	7,992 -210	-3%	-$15.6K	﹤0.01%	2450
2025 Q2	$583K	Buy	8,202 +243	+3%	+$17K	﹤0.01%	2390
2025 Q1	$554K	Buy	7,959 +2,548	+47%	+$173K	﹤0.01%	2371
2024 Q4	$356K	Sell	5,411 -276	-5%	-$18.8K	﹤0.01%	2746
2024 Q3	$389K	Buy	5,687 +487	+9%	+$30.8K	﹤0.01%	2611
2024 Q2	$301K	Buy	+5,200	New	+$304K	﹤0.01%	2711
2023 Q3	–	Sell	-22,740	Closed	-$1.26M	–	3723
2023 Q2	$1.26M	Buy	+22,740	New	+$1.28M	﹤0.01%	1624
2019 Q1	–	Sell	-11,272	Closed	-$508K	–	2407
2018 Q4	$508K	Sell	11,272 -190	-2%	-$8.62K	﹤0.01%	1341
2018 Q3	$505K	Sell	11,462 -188	-2%	-$8.24K	﹤0.01%	1460
2018 Q2	$507K	Buy	+11,650	New	+$481K	﹤0.01%	1439

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

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 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

HighTower Advisors's RSPU Position: Q1 2026 in Review

HighTower Advisors reduced its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 7% in Q1 2026, selling an estimated $36.2K and leaving 6,103 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #2723.

HighTower Advisors first reported a position in RSPU in Q2 2018 and has held it in 12 quarters since. The position peaked at $1.26M in Q2 2023. 125 funds tracked by Wall St. Rank hold RSPU as of Q1 2026.

HighTower Advisors held 6,103 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $495K as of Q1 2026.
HighTower Advisors sold 457 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2026, an estimated $36.2K.
Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2723 holding.
HighTower Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2018 and has held it in 12 quarters since.
HighTower Advisors's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $1.26M in Q2 2023.
125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.