Neuberger Berman Group
RSPU icon

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

Neuberger Berman 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
2024
Q3 		– Sell
-3,694
Closed -$214K – 1983
2024
Q2 		$214K Buy
3,694
+80
+2% +$4.68K ﹤0.01% 1744
2024
Q1 		$205K Buy
+3,614
New +$194K ﹤0.01% 1737

Other funds holding RSPU

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Neuberger Berman Group's RSPU Position: Q3 2024 in Review

Neuberger Berman Group sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q3 2024, closing a stake of 3,694 shares — an estimated $214K sold.

Neuberger Berman Group first reported a position in RSPU in Q1 2024 and held it in 2 quarters. The position peaked at $214K in Q2 2024. 103 funds tracked by Wall St. Rank hold RSPU as of Q3 2024.

  • Neuberger Berman Group reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q3 2024 after selling out during the quarter.
  • Neuberger Berman Group sold 3,694 Invesco S&P 500 Equal Weight Utilities ETF shares in Q3 2024, an estimated $214K.
  • Neuberger Berman Group first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2024 and held it in 2 quarters.
  • Neuberger Berman Group's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $214K in Q2 2024.
  • 103 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q3 2024.

Based on Neuberger Berman Group's 13F filing for Q3 2024, filed 14 Nov 2024.