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Carlson Financial’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Carlson Financial’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 		$215K Buy
2,658
+78
+3% +$6.26K 0.11% 178
2026
Q1 		$209K Buy
+2,580
New +$204K 0.12% 168

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

Carlson Financial's RSPU Position: Q2 2026 in Review

Carlson Financial increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 3% in Q2 2026, buying an estimated $6.26K and bringing the position to 2,658 shares worth $215K. The position accounts for 0.11% of the portfolio, ranked #178.

Carlson Financial first reported a position in RSPU in Q1 2026 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

  • Carlson Financial held 2,658 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $215K as of Q2 2026.
  • Carlson Financial bought 78 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $6.26K.
  • Invesco S&P 500 Equal Weight Utilities ETF made up 0.11% of Carlson Financial's portfolio in Q2 2026, its #178 holding.
  • Carlson Financial first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2026 and has held it in 2 quarters since.
  • 132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on Carlson Financial's 13F filing for Q2 2026, filed 24 Aug 2026.