Stelac Advisory Services’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Stelac Advisory Services’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	$626K	Hold	7,712	–	–	0.13%	87
2025 Q4	$577K	Sell	7,712 -2,200	-22%	-$170K	0.2%	57
2025 Q3	$760K	Hold	9,912	–	–	0.26%	51
2025 Q2	$705K	Hold	9,912	–	–	0.27%	50
2025 Q1	$690K	Hold	9,912	–	–	0.28%	51
2024 Q4	$651K	Hold	9,912	–	–	0.25%	54
2024 Q3	$681K	Sell	9,912 -1,112	-10%	-$70.2K	0.28%	49
2024 Q2	$640K	Hold	11,024	–	–	0.27%	52
2024 Q1	$624K	Sell	11,024 -320	-3%	-$17.2K	0.29%	46
2023 Q4	$619K	Sell	11,344 -10,824	-49%	-$569K	0.33%	44
2023 Q3	$1.11M	Hold	22,168	–	–	0.61%	39
2023 Q2	$1.23M	Sell	22,168 -21,532	-49%	-$1.22M	0.55%	36
2023 Q1	$2.48M	Hold	43,700	–	–	1.08%	27
2022 Q4	$2.54M	Hold	43,700	–	–	1.15%	29
2022 Q3	$2.33M	Buy	43,700 +320	+0.7%	+$19.1K	1.06%	29
2022 Q2	$2.48M	Sell	43,380 -650	-1%	-$38.6K	1%	31
2022 Q1	$2.66M	Buy	44,030 +3,538	+9%	+$199K	0.96%	28
2021 Q4	$2.31M	Hold	40,492	–	–	0.63%	36
2021 Q3	$2.08M	Hold	40,492	–	–	0.56%	38
2021 Q2	$2.09M	Sell	40,492 -938	-2%	-$49.9K	0.48%	41
2021 Q1	$2.14M	Sell	41,430 -26,480	-39%	-$1.31M	0.79%	26
2020 Q4	$3.4M	Sell	67,910 -2,928	-4%	-$147K	0.88%	27
2020 Q3	$3.34M	Sell	70,838 -14,702	-17%	-$698K	1.14%	18
2020 Q2	$3.89M	Sell	85,540 -8,456	-9%	-$391K	1.51%	14
2020 Q1	$4.16M	Buy	93,996 +54,910	+140%	+$2.85M	2%	11
2019 Q4	$2.08M	Buy	39,086 +938	+2%	+$48.9K	1.5%	18
2019 Q3	$2.03M	Hold	38,148	–	–	1.44%	18
2019 Q2	$1.88M	Buy	+38,148	New	+$1.86M	1.44%	18

Other funds holding RSPU

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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 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

Stelac Advisory Services's RSPU Position: Q1 2026 in Review

Stelac Advisory Services held its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) position steady in Q1 2026 at 7,712 shares worth $626K. The position accounts for 0.13% of the portfolio, ranked #87.

Stelac Advisory Services first reported a position in RSPU in Q2 2019 and has held it in 28 quarters since. The position peaked at $4.16M in Q1 2020. 125 funds tracked by Wall St. Rank hold RSPU as of Q1 2026.

Stelac Advisory Services held 7,712 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $626K as of Q1 2026.
Stelac Advisory Services left its Invesco S&P 500 Equal Weight Utilities ETF share count unchanged in Q1 2026.
Invesco S&P 500 Equal Weight Utilities ETF made up 0.13% of Stelac Advisory Services's portfolio in Q1 2026, its #87 holding.
Stelac Advisory Services first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2019 and has held it in 28 quarters since.
Stelac Advisory Services's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $4.16M in Q1 2020.
125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2026.

Based on Stelac Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.