Steward Partners Investment Advisory’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Steward Partners Investment Advisory’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	$125K	Hold	1,541	–	–	﹤0.01%	2254
2025 Q4	$115K	Buy	1,541 +14	+0.9%	+$1.08K	﹤0.01%	2221
2025 Q3	$117K	Hold	1,527	–	–	﹤0.01%	2133
2025 Q2	$109K	Hold	1,527	–	–	﹤0.01%	2062
2025 Q1	$106K	Buy	1,527 +1,303	+582%	+$88.5K	﹤0.01%	1977
2024 Q4	$14.7K	Hold	224	–	–	﹤0.01%	2931
2024 Q3	$15.4K	Hold	224	–	–	﹤0.01%	2766
2024 Q2	$13K	Buy	224 +104	+87%	+$6.08K	﹤0.01%	2711
2024 Q1	$6.79K	Sell	120 -86	-42%	-$4.62K	﹤0.01%	2954
2023 Q4	$11.2K	Hold	206	–	–	﹤0.01%	2657
2023 Q3	$10.4K	Hold	206	–	–	﹤0.01%	2587
2023 Q2	$11.4K	Hold	206	–	–	﹤0.01%	2524
2023 Q1	$11.7K	Buy	206 +120	+140%	+$6.79K	﹤0.01%	2484
2022 Q4	$5K	Sell	86 -22	-20%	-$1.24K	﹤0.01%	2773
2022 Q3	$6K	Sell	108 -496	-82%	-$29.5K	﹤0.01%	2721
2022 Q2	$35K	Sell	604 -304	-33%	-$18K	﹤0.01%	1972
2022 Q1	$55K	Buy	+908	New	+$51K	﹤0.01%	1871

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

Steward Partners Investment Advisory's RSPU Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) position steady in Q1 2026 at 1,541 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #2254.

Steward Partners Investment Advisory first reported a position in RSPU in Q1 2022 and has held it in 17 quarters since. 125 funds tracked by Wall St. Rank hold RSPU as of Q1 2026.

Steward Partners Investment Advisory held 1,541 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $125K as of Q1 2026.
Steward Partners Investment Advisory 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 ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2254 holding.
Steward Partners Investment Advisory first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2022 and has held it in 17 quarters since.
125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.