PSI Advisors’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

PSI Advisors’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 Q1	–	Sell	-118	Closed	-$7.76K	–	910
2024 Q4	$7.76K	Hold	118	–	–	﹤0.01%	567
2024 Q3	$8.11K	Hold	118	–	–	﹤0.01%	570
2024 Q2	$6.85K	Hold	118	–	–	﹤0.01%	578
2024 Q1	$6.68K	Hold	118	–	–	﹤0.01%	548
2023 Q4	$6.44K	Hold	118	–	–	﹤0.01%	584
2023 Q3	$5.93K	Hold	118	–	–	﹤0.01%	569
2023 Q2	$6.52K	Hold	118	–	–	﹤0.01%	549
2023 Q1	$6.69K	Sell	118 -108	-48%	-$6.11K	﹤0.01%	498
2022 Q4	$13.1K	Buy	+226	New	+$12.7K	0.01%	388

Other funds holding RSPU

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

PSI Advisors's RSPU Position: Q1 2025 in Review

PSI Advisors sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q1 2025, closing a stake of 118 shares — an estimated $7.76K sold.

PSI Advisors first reported a position in RSPU in Q4 2022 and held it in 9 quarters. The position peaked at $13.1K in Q4 2022. 105 funds tracked by Wall St. Rank hold RSPU as of Q1 2025.

PSI Advisors reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 118 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2025, an estimated $7.76K.
PSI Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2022 and held it in 9 quarters.
PSI Advisors's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $13.1K in Q4 2022.
105 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.