Raymond James Financial
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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
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 $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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SIM
Studio Investment Management Chicago, Illinois $555M AUM 15.74% 1-Year Est. Return
DWM
Denver Wealth Management Denver, Colorado $291M AUM 17.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $814M AUM 18.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial's RSPU Position: Q1 2026 in Review

Raymond James Financial increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 9.5% in Q1 2026, buying an estimated $1.04M and bringing the position to 152,506 shares worth $12.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1839.

Raymond James Financial first reported a position in RSPU in Q4 2024 and has held it in 6 quarters since. 125 funds tracked by Wall St. Rank hold RSPU as of Q1 2026.

  • Raymond James Financial held 152,506 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $12.4M as of Q1 2026.
  • Raymond James Financial bought 13,178 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2026, an estimated $1.04M.
  • Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1839 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 6 quarters since.
  • 125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.