UBS Group
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UBS Group’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

UBS Group’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 		$4.09M Buy
50,378
+2,664
+6% +$211K ﹤0.01% 4279
2025
Q4 		$3.57M Buy
47,714
+3,773
+9% +$291K ﹤0.01% 4370
2025
Q3 		$3.37M Buy
43,941
+10,092
+30% +$748K ﹤0.01% 4445
2025
Q2 		$2.41M Sell
33,849
-42,620
-56% -$2.98M ﹤0.01% 4623
2025
Q1 		$5.33M Buy
76,469
+41,582
+119% +$2.82M ﹤0.01% 3722
2024
Q4 		$2.29M Buy
34,887
+22,289
+177% +$1.52M ﹤0.01% 4593
2024
Q3 		$865K Buy
12,598
+3,458
+38% +$218K ﹤0.01% 4780
2024
Q2 		$530K Sell
9,140
-19,143
-68% -$1.12M ﹤0.01% 4957
2024
Q1 		$1.6M Sell
28,283
-5,634
-17% -$303K ﹤0.01% 4154
2023
Q4 		$1.85M Sell
33,917
-1,453
-4% -$76.3K ﹤0.01% 3912
2023
Q3 		$1.78M Buy
35,370
+1,422
+4% +$77.7K ﹤0.01% 3551
2023
Q2 		$1.88M Buy
33,948
+8,924
+36% +$504K ﹤0.01% 3592
2023
Q1 		$1.42M Sell
25,024
-6,022
-19% -$341K ﹤0.01% 3774
2022
Q4 		$1.81M Buy
31,046
+12,620
+68% +$709K ﹤0.01% 3481
2022
Q3 		$982K Buy
18,426
+420
+2% +$25K ﹤0.01% 3761
2022
Q2 		$1.03M Buy
18,006
+6
+0% +$356 ﹤0.01% 3722
2022
Q1 		$1.09M Buy
18,000
+2,356
+15% +$132K ﹤0.01% 4010
2021
Q4 		$893K Sell
15,644
-574
-4% -$30.9K ﹤0.01% 4489
2021
Q3 		$833K Sell
16,218
-572
-3% -$30.9K ﹤0.01% 4343
2021
Q2 		$867K Sell
16,790
-3,060
-15% -$163K ﹤0.01% 4291
2021
Q1 		$1.03M Sell
19,850
-1,960
-9% -$97.2K ﹤0.01% 4217
2020
Q4 		$1.09M Buy
21,810
+704
+3% +$35.5K ﹤0.01% 3945
2020
Q3 		$996K Sell
21,106
-9,632
-31% -$457K ﹤0.01% 3647
2020
Q2 		$1.4M Sell
30,738
-8,776
-22% -$406K ﹤0.01% 3209
2020
Q1 		$1.75M Buy
39,514
+1,424
+4% +$74K ﹤0.01% 2880
2019
Q4 		$2.02M Sell
38,090
-26,584
-41% -$1.39M ﹤0.01% 3538
2019
Q3 		$3.45M Buy
64,674
+4,704
+8% +$240K ﹤0.01% 2744
2019
Q2 		$2.96M Buy
59,970
+34,040
+131% +$1.66M ﹤0.01% 2795
2019
Q1 		$1.26M Buy
25,930
+2,338
+10% +$108K ﹤0.01% 3382
2018
Q4 		$1.05M Buy
23,592
+9,284
+65% +$421K ﹤0.01% 3640
2018
Q3 		$628K Sell
14,308
-228
-2% -$9.99K ﹤0.01% 4246
2018
Q2 		$620K Buy
14,536
+5,522
+61% +$228K ﹤0.01% 4160
2018
Q1 		$372K Sell
9,014
-680
-7% -$27.9K ﹤0.01% 4393
2017
Q4 		$416K Sell
9,694
-2,080
-18% -$92K ﹤0.01% 4423
2017
Q3 		$507K Buy
11,774
+2,104
+22% +$92.2K ﹤0.01% 4208
2017
Q2 		$410K Buy
9,670
+1,056
+12% +$45.4K ﹤0.01% 4250
2017
Q1 		$362K Sell
8,614
-2,514
-23% -$104K ﹤0.01% 4266
2016
Q4 		$449K Sell
11,128
-8,992
-45% -$356K ﹤0.01% 4209
2016
Q3 		$816K Sell
20,120
-64
-0.3% -$2.7K ﹤0.01% 3565
2016
Q2 		$884K Sell
20,184
-908
-4% -$37.5K ﹤0.01% 3487
2016
Q1 		$878K Buy
21,092
+4,438
+27% +$170K ﹤0.01% 3368
2015
Q4 		$602K Sell
16,654
-660
-4% -$23.9K ﹤0.01% 3795
2015
Q3 		$614K Buy
17,314
+232
+1% +$8.27K ﹤0.01% 3725
2015
Q2 		$592K Buy
17,082
+818
+5% +$30K ﹤0.01% 3980
2015
Q1 		$604K Buy
16,264
+1,068
+7% +$41.3K ﹤0.01% 3988
2014
Q4 		$597K Buy
+15,196
New +$578K ﹤0.01% 4034

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
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

UBS Group's RSPU Position: Q1 2026 in Review

UBS Group increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 5.6% in Q1 2026, buying an estimated $211K and bringing the position to 50,378 shares worth $4.09M. The position accounts for ﹤0.01% of the portfolio, ranked #4279.

UBS Group first reported a position in RSPU in Q4 2014 and has held it in 46 quarters since. The position peaked at $5.33M in Q1 2025. 125 funds tracked by Wall St. Rank hold RSPU as of Q1 2026.

  • UBS Group held 50,378 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $4.09M as of Q1 2026.
  • UBS Group bought 2,664 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2026, an estimated $211K.
  • Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4279 holding.
  • UBS Group first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $5.33M in Q1 2025.
  • 125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.