Uniting Wealth Partners’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Uniting Wealth Partners’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	-71,591	Closed	-$5.49M	–	194
2025 Q3	$5.49M	Buy	71,591 +847	+1%	+$62.7K	1.3%	20
2025 Q2	$5.03M	Sell	70,744 -63,095	-47%	-$4.42M	1.95%	10
2025 Q1	$9.32M	Sell	133,839 -656	-0.5%	-$44.5K	4.67%	2
2024 Q4	$8.84M	Buy	+134,495	New	+$9.15M	4.27%	2

Other funds holding RSPU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

DWM

Denver Wealth Management Denver, Colorado $349M AUM 24.65% 1-Year Est. Return

SIM

Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Uniting Wealth Partners's RSPU Position: Q4 2025 in Review

Uniting Wealth Partners sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q4 2025, closing a stake of 71,591 shares — an estimated $5.49M sold.

Uniting Wealth Partners first reported a position in RSPU in Q4 2024 and held it in 4 quarters. The position peaked at $9.32M in Q1 2025. 116 funds tracked by Wall St. Rank hold RSPU as of Q4 2025.

Uniting Wealth Partners reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q4 2025 after selling out during the quarter.
Uniting Wealth Partners sold 71,591 Invesco S&P 500 Equal Weight Utilities ETF shares in Q4 2025, an estimated $5.49M.
Uniting Wealth Partners first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2024 and held it in 4 quarters.
Uniting Wealth Partners's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $9.32M in Q1 2025.
116 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q4 2025.

Based on Uniting Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.