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World Investment Advisors’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

World Investment Advisors’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
Q2 		$1.52M Sell
18,777
-208
-1% -$16.7K 0.03% 562
2026
Q1 		$1.54M Buy
18,985
+115
+0.6% +$9.11K 0.02% 569
2025
Q4 		$1.41M Buy
+18,870
New +$1.46M 0.02% 571

Other funds holding RSPU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

World Investment Advisors's RSPU Position: Q2 2026 in Review

World Investment Advisors reduced its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 1.1% in Q2 2026, selling an estimated $16.7K and leaving 18,777 shares worth $1.52M. The position accounts for 0.03% of the portfolio, ranked #562.

World Investment Advisors first reported a position in RSPU in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.54M in Q1 2026. 132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

  • World Investment Advisors held 18,777 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $1.52M as of Q2 2026.
  • World Investment Advisors sold 208 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $16.7K.
  • Invesco S&P 500 Equal Weight Utilities ETF made up 0.03% of World Investment Advisors's portfolio in Q2 2026, its #562 holding.
  • World Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2025 and has held it in 3 quarters since.
  • World Investment Advisors's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $1.54M in Q1 2026.
  • 132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.