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

IFP 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 		$64.9K Hold
800
– – ﹤0.01% 2237
2026
Q1 		$64.9K Sell
800
-3
-0.4% -$238 ﹤0.01% 2103
2025
Q4 		$60K Buy
803
+3
+0.4% +$231 ﹤0.01% 2085
2025
Q3 		$61.3K Hold
800
– – ﹤0.01% 1968
2025
Q2 		$56.9K Hold
800
– – ﹤0.01% 1981
2025
Q1 		$55.7K Sell
800
-647
-45% -$43.9K ﹤0.01% 1848
2024
Q4 		$95.1K Hold
1,447
– – ﹤0.01% 1489
2024
Q3 		$99.4K Buy
1,447
+647
+81% +$40.9K ﹤0.01% 1409
2024
Q2 		$46.4K Buy
+800
New +$46.8K ﹤0.01% 1712
2023
Q1 		– Sell
-8,790
Closed -$362K – 4242
2022
Q4 		$362K Sell
8,790
-400
-4% -$22.5K 0.01% 1049
2022
Q3 		$379K Hold
9,190
– – 0.01% 1058
2022
Q2 		$379K Hold
9,190
– – 0.01% 964
2022
Q1 		$379K Buy
+9,190
New +$516K 0.01% 964
2020
Q4 		– Sell
-64
Closed -$3.22K – 3073
2020
Q3 		$3K Sell
64
-724
-92% -$34.4K ﹤0.01% 2390
2020
Q2 		$36K Hold
788
– – ﹤0.01% 1349
2020
Q1 		$36K Sell
788
-71,746
-99% -$3.73M ﹤0.01% 1265
2019
Q4 		$3.83M Sell
72,534
-3,586
-5% -$187K 0.29% 80
2019
Q3 		$4.06M Buy
+76,120
New +$3.88M 0.27% 86
2019
Q1 		$19K Sell
400
-2,100
-84% -$97.3K ﹤0.01% 1374
2018
Q4 		$111K Sell
2,500
-600
-19% -$27.2K 0.01% 1146
2018
Q3 		$136K Buy
+3,100
New +$136K 0.01% 1297
2017
Q3 		– Sell
-100
Closed -$4K – 4184
2017
Q2 		$4K Sell
100
-10,200
-99% -$438K ﹤0.01% 3529
2017
Q1 		$433K Hold
10,300
– – 0.02% 746
2016
Q4 		$416K Buy
10,300
+800
+8% +$31.6K 0.02% 700
2016
Q3 		$385K Buy
9,500
+150
+2% +$6.34K 0.02% 683
2016
Q2 		$409K Buy
9,350
+8,950
+2,238% +$370K 0.02% 624
2016
Q1 		$19K Sell
400
-8,050
-95% -$309K ﹤0.01% 1374
2015
Q4 		$306K Buy
+8,450
New +$306K 0.02% 658

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

IFP Advisors's RSPU Position: Q2 2026 in Review

IFP Advisors held its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) position steady in Q2 2026 at 800 shares worth $64.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2237.

IFP Advisors first reported a position in RSPU in Q4 2015 and has held it in 28 quarters since. The position peaked at $4.06M in Q3 2019. 132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

  • IFP Advisors held 800 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $64.9K as of Q2 2026.
  • IFP 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 IFP Advisors's portfolio in Q2 2026, its #2237 holding.
  • IFP Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2015 and has held it in 28 quarters since.
  • IFP Advisors's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $4.06M in Q3 2019.
  • 132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.