Principal Securities’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Principal Securities’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	-896	Closed	-$68.7K	–	3090
2025 Q3	$68.7K	Sell	896 -106	-11%	-$7.85K	﹤0.01%	1791
2025 Q2	$71.3K	Buy	1,002 +9	+0.9%	+$630	﹤0.01%	1696
2025 Q1	$65.2K	Hold	993	–	–	﹤0.01%	1631
2024 Q4	$65.2K	Buy	993 +715	+257%	+$48.7K	﹤0.01%	1629
2024 Q3	$19.1K	Sell	278 -156	-36%	-$9.85K	﹤0.01%	2143
2024 Q2	$25.2K	Sell	434 -44	-9%	-$2.57K	﹤0.01%	1949
2024 Q1	$27.1K	Buy	478 +200	+72%	+$10.8K	﹤0.01%	1861
2023 Q4	$15.2K	Buy	+278	New	+$14.6K	﹤0.01%	2074

Other funds holding RSPU

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

DWM

Denver Wealth Management Denver, Colorado $291M AUM 17.03% 1-Year Est. Return

SIM

Studio Investment Management Chicago, Illinois $555M AUM 15.74% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Principal Securities's RSPU Position: Q4 2025 in Review

Principal Securities sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q4 2025, closing a stake of 896 shares — an estimated $68.7K sold.

Principal Securities first reported a position in RSPU in Q4 2023 and held it in 8 quarters. The position peaked at $71.3K in Q2 2025. 116 funds tracked by Wall St. Rank hold RSPU as of Q4 2025.

Principal Securities reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 896 Invesco S&P 500 Equal Weight Utilities ETF shares in Q4 2025, an estimated $68.7K.
Principal Securities first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $71.3K in Q2 2025.
116 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.