Stifel Financial’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.3M | Buy |
28,398
+2,504
| +10% | +$198K | ﹤0.01% | 1861 |
|
|
2025
Q4 | $1.94M | Buy |
25,894
+159
| +0.6% | +$12.3K | ﹤0.01% | 1957 |
|
|
2025
Q3 | $1.97M | Buy |
25,735
+2,862
| +13% | +$212K | ﹤0.01% | 1926 |
|
|
2025
Q2 | $1.63M | Sell |
22,873
-387
| -2% | -$27.1K | ﹤0.01% | 1986 |
|
|
2025
Q1 | $1.62M | Buy |
23,260
+2,400
| +12% | +$163K | ﹤0.01% | 1904 |
|
|
2024
Q4 | $1.37M | Sell |
20,860
-1,874
| -8% | -$128K | ﹤0.01% | 2046 |
|
|
2024
Q3 | $1.56M | Buy |
22,734
+3,823
| +20% | +$241K | ﹤0.01% | 1936 |
|
|
2024
Q2 | $1.1M | Buy |
18,911
+11,721
| +163% | +$686K | ﹤0.01% | 2107 |
|
|
2024
Q1 | $407K | Sell |
7,190
-23,387
| -76% | -$1.26M | ﹤0.01% | 2729 |
|
|
2023
Q4 | $1.67M | Sell |
30,577
-8,368
| -21% | -$440K | ﹤0.01% | 1800 |
|
|
2023
Q3 | $1.96M | Sell |
38,945
-58,705
| -60% | -$3.21M | ﹤0.01% | 1611 |
|
|
2023
Q2 | $5.4M | Buy |
97,650
+11,656
| +14% | +$658K | 0.01% | 1002 |
|
|
2023
Q1 | $4.88M | Buy |
85,994
+17,622
| +26% | +$997K | 0.01% | 1030 |
|
|
2022
Q4 | $3.98M | Buy |
68,372
+7,132
| +12% | +$401K | 0.01% | 1100 |
|
|
2022
Q3 | $3.26M | Buy |
61,240
+49,666
| +429% | +$2.96M | 0.01% | 1173 |
|
|
2022
Q2 | $661K | Buy |
+11,574
| New | +$687K | ﹤0.01% | 2294 |
|
|
2021
Q2 | – | Sell |
-8,124
| Closed | -$420K | – | 3377 |
|
|
2021
Q1 | $420K | Buy |
8,124
+1,062
| +15% | +$52.7K | ﹤0.01% | 2588 |
|
|
2020
Q4 | $353K | Buy |
7,062
+120
| +2% | +$6.04K | ﹤0.01% | 2521 |
|
|
2020
Q3 | $328K | Sell |
6,942
-2,650
| -28% | -$126K | ﹤0.01% | 2340 |
|
|
2020
Q2 | $436K | Sell |
9,592
-740
| -7% | -$34.2K | ﹤0.01% | 2133 |
|
|
2020
Q1 | $459K | Buy |
10,332
+30
| +0.3% | +$1.56K | ﹤0.01% | 1916 |
|
|
2019
Q4 | $546K | Sell |
10,302
-27,684
| -73% | -$1.44M | ﹤0.01% | 2195 |
|
|
2019
Q3 | $2.02M | Buy |
37,986
+11,426
| +43% | +$582K | 0.01% | 1307 |
|
|
2019
Q2 | $1.32M | Sell |
26,560
-1,968
| -7% | -$95.7K | ﹤0.01% | 1628 |
|
|
2019
Q1 | $1.38M | Buy |
28,528
+18,820
| +194% | +$872K | ﹤0.01% | 1464 |
|
|
2018
Q4 | $432K | Buy |
9,708
+4,884
| +101% | +$222K | ﹤0.01% | 2019 |
|
|
2018
Q3 | $211K | Sell |
4,824
-2,752
| -36% | -$121K | ﹤0.01% | 2559 |
|
|
2018
Q2 | $323K | Sell |
7,576
-710
| -9% | -$29.3K | ﹤0.01% | 2252 |
|
|
2018
Q1 | $343K | Sell |
8,286
-1,302
| -14% | -$53.3K | ﹤0.01% | 2172 |
|
|
2017
Q4 | $410K | Buy |
9,588
+1,780
| +23% | +$78.7K | ﹤0.01% | 2026 |
|
|
2017
Q3 | $333K | Buy |
7,808
+46
| +0.6% | +$2.02K | ﹤0.01% | 2105 |
|
|
2017
Q2 | $328K | Buy |
7,762
+1,716
| +28% | +$73.7K | ﹤0.01% | 2087 |
|
|
2017
Q1 | $254K | Sell |
6,046
-128
| -2% | -$5.31K | ﹤0.01% | 2188 |
|
|
2016
Q4 | $250K | Sell |
6,174
-766
| -11% | -$30.3K | ﹤0.01% | 2140 |
|
|
2016
Q3 | $280K | Buy |
+6,940
| New | +$293K | ﹤0.01% | 2020 |
|
Other funds holding RSPU
KAS
SIM
DWM
VFG
Stifel Financial's RSPU Position: Q1 2026 in Review
Stifel Financial increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 9.7% in Q1 2026, buying an estimated $198K and bringing the position to 28,398 shares worth $2.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1861.
Stifel Financial first reported a position in RSPU in Q3 2016 and has held it in 35 quarters since. The position peaked at $5.4M in Q2 2023. 125 funds tracked by Wall St. Rank hold RSPU as of Q1 2026.
- Stifel Financial held 28,398 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $2.3M as of Q1 2026.
- Stifel Financial bought 2,504 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2026, an estimated $198K.
- Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1861 holding.
- Stifel Financial first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q3 2016 and has held it in 35 quarters since.
- Stifel Financial's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $5.4M in Q2 2023.
- 125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.