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

Basepoint Wealth’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 		$22.7K Hold
280
– – 0.01% 309
2026
Q1 		$22.7K Hold
280
– – 0.01% 318
2025
Q4 		$20.9K Buy
+280
New +$21.6K 0.01% 321

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

Basepoint Wealth's RSPU Position: Q2 2026 in Review

Basepoint Wealth held its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) position steady in Q2 2026 at 280 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #309.

Basepoint Wealth first reported a position in RSPU in Q4 2025 and has held it in 3 quarters since. 131 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

  • Basepoint Wealth held 280 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $22.7K as of Q2 2026.
  • Basepoint Wealth left its Invesco S&P 500 Equal Weight Utilities ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Equal Weight Utilities ETF made up 0.01% of Basepoint Wealth's portfolio in Q2 2026, its #309 holding.
  • Basepoint Wealth first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2025 and has held it in 3 quarters since.
  • 131 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.