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

Proficio Capital 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
2025
Q3 		– Sell
-2,824,217
Closed -$3.13M – 389
2025
Q2 		$3.13M Buy
+2,824,217
New +$198M 0.19% 82

Other funds holding RSPU

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SIM
Studio Investment Management Chicago, Illinois $555M AUM 15.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UWP
Uniting Wealth Partners Mission, Kansas $470M AUM 30.3% 1-Year Est. Return

Proficio Capital Partners's RSPU Position: Q3 2025 in Review

Proficio Capital Partners sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q3 2025, closing a stake of 2,824,217 shares — an estimated $3.13M sold.

Proficio Capital Partners first reported a position in RSPU in Q2 2025 and held it in 1 quarter. The position peaked at $3.13M in Q2 2025. 110 funds tracked by Wall St. Rank hold RSPU as of Q3 2025.

  • Proficio Capital Partners reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q3 2025 after selling out during the quarter.
  • Proficio Capital Partners sold 2,824,217 Invesco S&P 500 Equal Weight Utilities ETF shares in Q3 2025, an estimated $3.13M.
  • Proficio Capital Partners first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2025 and held it in 1 quarter.
  • Proficio Capital Partners's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $3.13M in Q2 2025.
  • 110 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q3 2025.

Based on Proficio Capital Partners's 13F filing for Q3 2025, filed 12 Nov 2025.