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NorthRock Partners’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

NorthRock Partners’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
Q4 		– Sell
-2
Closed -$138 – 851
2024
Q3 		$138 Buy
+2
New +$126 ﹤0.01% 831

Other funds holding RSPU

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AWS
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UWP
Uniting Wealth Partners Mission, Kansas $470M AUM 30.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

NorthRock Partners's RSPU Position: Q4 2024 in Review

NorthRock Partners sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q4 2024, closing a stake of 2 shares — an estimated $138 sold.

NorthRock Partners first reported a position in RSPU in Q3 2024 and held it in 1 quarter. The position peaked at $138 in Q3 2024. 110 funds tracked by Wall St. Rank hold RSPU as of Q4 2024.

  • NorthRock Partners reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q4 2024 after selling out during the quarter.
  • NorthRock Partners sold 2 Invesco S&P 500 Equal Weight Utilities ETF shares in Q4 2024, an estimated $138.
  • NorthRock Partners first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q3 2024 and held it in 1 quarter.
  • NorthRock Partners's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $138 in Q3 2024.
  • 110 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q4 2024.

Based on NorthRock Partners's 13F filing for Q4 2024, filed 14 Feb 2025.