Simplex Trading
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Simplex Trading’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Simplex Trading’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
-34
Closed -$2K – 9852
2025
Q3 		$2K Buy
+34
New +$2.52K ﹤0.01% 8706
2025
Q1 		– Sell
-73
Closed -$4K – 9501
2024
Q4 		$4K Buy
+73
New +$4.97K ﹤0.01% 7782
2023
Q3 		– Sell
-228
Closed -$12K – 9658
2023
Q2 		$12K Buy
228
+158
+226% +$8.92K ﹤0.01% 7261
2023
Q1 		$3K Buy
+70
New +$3.96K ﹤0.01% 8345

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Simplex Trading's RSPU Position: Q4 2025 in Review

Simplex Trading sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q4 2025, closing a stake of 34 shares — an estimated $2K sold.

Simplex Trading first reported a position in RSPU in Q1 2023 and held it in 4 quarters. The position peaked at $12K in Q2 2023. 116 funds tracked by Wall St. Rank hold RSPU as of Q4 2025.

  • Simplex Trading reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q4 2025 after selling out during the quarter.
  • Simplex Trading sold 34 Invesco S&P 500 Equal Weight Utilities ETF shares in Q4 2025, an estimated $2K.
  • Simplex Trading first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2023 and held it in 4 quarters.
  • Simplex Trading's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $12K in Q2 2023.
  • 116 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.