IFP Advisors
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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
Q3 		$56.1K Hold
800
– – ﹤0.01% 2325
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

RWM
Redstone Wealth Management Oklahoma City, Oklahoma $159M AUM 31.94% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MWS
MFA Wealth Services Thousand Oaks, California $169M AUM 13.45% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return
FSBI
Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

IFP Advisors's RSPU Position: Q3 2026 in Review

IFP Advisors held its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) position steady in Q3 2026 at 800 shares worth $56.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2325.

IFP Advisors first reported a position in RSPU in Q4 2015 and has held it in 29 quarters since. The position peaked at $4.06M in Q3 2019. 12 funds tracked by Wall St. Rank hold RSPU as of Q3 2026.

  • IFP Advisors held 800 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $56.1K as of Q3 2026.
  • IFP Advisors left its Invesco S&P 500 Equal Weight Utilities ETF share count unchanged in Q3 2026.
  • Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2325 holding.
  • IFP Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2015 and has held it in 29 quarters since.
  • IFP Advisors's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $4.06M in Q3 2019.
  • 12 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.