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Joseph P. Lucia & Associates’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Joseph P. Lucia & Associates’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 		$569K Sell
7,012
-110
-2% -$8.83K 0.17% 104
2026
Q1 		$578K Sell
7,122
-50
-0.7% -$3.96K 0.21% 94
2025
Q4 		$536K Buy
7,172
+167
+2% +$12.9K 0.19% 96
2025
Q3 		$537K Hold
7,005
– – 0.2% 94
2025
Q2 		$498K Hold
7,005
– – 0.2% 94
2025
Q1 		$488K Sell
7,005
-100
-1% -$6.79K 0.22% 85
2024
Q4 		$467K Buy
7,105
+10
+0.1% +$681 0.21% 89
2024
Q3 		$487K Sell
7,095
-60
-0.8% -$3.79K 0.22% 84
2024
Q2 		$415K Buy
7,155
+150
+2% +$8.77K 0.21% 81
2024
Q1 		$396K Sell
7,005
-460
-6% -$24.7K 0.21% 86
2023
Q4 		$407K Sell
7,465
-390
-5% -$20.5K 0.25% 78
2023
Q3 		$395K Sell
7,855
-3,255
-29% -$178K 0.28% 73
2023
Q2 		$614K Sell
11,110
-1,810
-14% -$102K 0.41% 61
2023
Q1 		$733K Sell
12,920
-2,718
-17% -$154K 0.51% 55
2022
Q4 		$910K Sell
15,638
-510
-3% -$28.7K 0.68% 45
2022
Q3 		$861K Buy
16,148
+30
+0.2% +$1.79K 0.68% 42
2022
Q2 		$921K Buy
16,118
+230
+1% +$13.6K 0.65% 43
2022
Q1 		$961K Buy
15,888
+1,110
+8% +$62.4K 0.58% 46
2021
Q4 		$844K Sell
14,778
-2,930
-17% -$158K 0.54% 50
2021
Q3 		$909K Sell
17,708
-1,190
-6% -$64.2K 0.54% 52
2021
Q2 		$976K Sell
18,898
-9,240
-33% -$491K 0.58% 53
2021
Q1 		$1.46M Sell
28,138
-5,630
-17% -$279K 0.65% 34
2020
Q4 		$1.69M Sell
33,768
-4,218
-11% -$212K 1.18% 26
2020
Q3 		$1.79M Sell
37,986
-3,836
-9% -$182K 1.67% 20
2020
Q2 		$1.9M Sell
41,822
-5,600
-12% -$259K 1.71% 14
2020
Q1 		$2.1M Buy
47,422
+5,358
+13% +$278K 2.33% 11
2019
Q4 		$2.23M Buy
42,064
+16,178
+62% +$843K 2.03% 13
2019
Q3 		$1.38M Buy
25,886
+3,150
+14% +$161K 1.42% 24
2019
Q2 		$1.12M Buy
22,736
+180
+0.8% +$8.75K 1.18% 26
2019
Q1 		$1.08M Buy
+22,556
New +$1.04M 1.86% 14

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

Joseph P. Lucia & Associates's RSPU Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 1.5% in Q2 2026, selling an estimated $8.83K and leaving 7,012 shares worth $569K. The position accounts for 0.17% of the portfolio, ranked #104.

Joseph P. Lucia & Associates first reported a position in RSPU in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.23M in Q4 2019. 132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

  • Joseph P. Lucia & Associates held 7,012 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $569K as of Q2 2026.
  • Joseph P. Lucia & Associates sold 110 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $8.83K.
  • Invesco S&P 500 Equal Weight Utilities ETF made up 0.17% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #104 holding.
  • Joseph P. Lucia & Associates first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2019 and has held it in 30 quarters since.
  • Joseph P. Lucia & Associates's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $2.23M in Q4 2019.
  • 132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.