CX Institutional’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

CX Institutional’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	$5K	Sell	61 -63	-51%	-$5.06K	﹤0.01%	1375
2026 Q1	$10K	Buy	124 +71	+134%	+$5.62K	﹤0.01%	1303
2025 Q4	$4K	Sell	53 -41	-44%	-$3.16K	﹤0.01%	1301
2025 Q3	$7K	Buy	94 +34	+57%	+$2.52K	﹤0.01%	1237
2025 Q2	$4K	Sell	60 -3,147	-98%	-$220K	﹤0.01%	1118
2025 Q1	$223K	Buy	+3,207	New	+$218K	0.01%	568
2023 Q4	–	Sell	-5,865	Closed	-$295K	–	566
2023 Q3	$295K	Sell	5,865 -683	-10%	-$37.3K	0.02%	405
2023 Q2	$362K	Buy	6,548 +724	+12%	+$40.9K	0.02%	393
2023 Q1	$330K	Sell	5,824 -120	-2%	-$6.79K	0.02%	401
2022 Q4	$346K	Sell	5,944 -27,796	-82%	-$1.56M	0.02%	414
2022 Q3	$1.8M	Buy	+33,740	New	+$2.01M	0.12%	202

Other funds holding RSPU

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

BPW

BlueDoor Private Wealth Beverly, Massachusetts $238M AUM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

CX Institutional's RSPU Position: Q2 2026 in Review

CX Institutional reduced its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 51% in Q2 2026, selling an estimated $5.06K and leaving 61 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

CX Institutional first reported a position in RSPU in Q3 2022 and has held it in 11 quarters since. The position peaked at $1.8M in Q3 2022. 17 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

CX Institutional held 61 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $5K as of Q2 2026.
CX Institutional sold 63 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $5.06K.
Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1375 holding.
CX Institutional first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q3 2022 and has held it in 11 quarters since.
CX Institutional's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $1.8M in Q3 2022.
17 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.