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Merit Financial Group’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Merit Financial Group’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
2025
Q4 		– Sell
-4,774
Closed -$366K – 2016
2025
Q3 		$366K Buy
+4,774
New +$354K ﹤0.01% 1333

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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Merit Financial Group's RSPU Position: Q4 2025 in Review

Merit Financial Group sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q4 2025, closing a stake of 4,774 shares — an estimated $366K sold.

Merit Financial Group first reported a position in RSPU in Q3 2025 and held it in 1 quarter. The position peaked at $366K in Q3 2025. 116 funds tracked by Wall St. Rank hold RSPU as of Q4 2025.

  • Merit Financial Group reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q4 2025 after selling out during the quarter.
  • Merit Financial Group sold 4,774 Invesco S&P 500 Equal Weight Utilities ETF shares in Q4 2025, an estimated $366K.
  • Merit Financial Group first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q3 2025 and held it in 1 quarter.
  • Merit Financial Group's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $366K in Q3 2025.
  • 116 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q4 2025.

Based on Merit Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.