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Howe & Rusling’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Howe & Rusling’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 		$168 Hold
2
– – ﹤0.01% 474
2025
Q4 		$154 Hold
2
– – ﹤0.01% 475
2025
Q3 		$157 Buy
+2
New +$148 ﹤0.01% 450
2014
Q2 		– Sell
-900
Closed -$31K – 914
2014
Q1 		$31K Buy
+900
New +$29.2K 0.01% 393

Other funds holding RSPU

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
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
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

Howe & Rusling's RSPU Position: Q1 2026 in Review

Howe & Rusling held its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) position steady in Q1 2026 at 2 shares worth $168. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Howe & Rusling first reported a position in RSPU in Q1 2014 and has held it in 4 quarters since. The position peaked at $31K in Q1 2014. 125 funds tracked by Wall St. Rank hold RSPU as of Q1 2026.

  • Howe & Rusling held 2 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $168 as of Q1 2026.
  • Howe & Rusling left its Invesco S&P 500 Equal Weight Utilities ETF share count unchanged in Q1 2026.
  • Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q1 2026, its #474 holding.
  • Howe & Rusling first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2014 and has held it in 4 quarters since.
  • Howe & Rusling's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $31K in Q1 2014.
  • 125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.