Raymond James Financial
RSPU icon

Raymond James Financial’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Raymond James Financial’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
2026
Q2 		$13.3M Buy
164,273
+11,767
+8% +$944K ﹤0.01% 1894
2026
Q1 		$12.4M Buy
152,506
+13,178
+9% +$1.04M ﹤0.01% 1839
2025
Q4 		$10.4M Buy
139,328
+10,441
+8% +$805K ﹤0.01% 1927
2025
Q3 		$9.88M Buy
128,887
+20,276
+19% +$1.5M ﹤0.01% 1926
2025
Q2 		$7.72M Buy
108,611
+4,060
+4% +$284K ﹤0.01% 2066
2025
Q1 		$7.28M Sell
104,551
-1,956
-2% -$133K ﹤0.01% 2049
2024
Q4 		$7M Buy
+106,507
New +$7.25M ﹤0.01% 2098

Other funds holding RSPU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
DWM
Denver Wealth Management Denver, Colorado $349M AUM 24.65% 1-Year Est. Return
SIM
Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

Raymond James Financial's RSPU Position: Q2 2026 in Review

Raymond James Financial increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 7.7% in Q2 2026, buying an estimated $944K and bringing the position to 164,273 shares worth $13.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1894.

Raymond James Financial first reported a position in RSPU in Q4 2024 and has held it in 7 quarters since. 132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

  • Raymond James Financial held 164,273 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $13.3M as of Q2 2026.
  • Raymond James Financial bought 11,767 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $944K.
  • Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1894 holding.
  • Raymond James Financial first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2024 and has held it in 7 quarters since.
  • 132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.