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 Q3	$4K	Hold	61	–	–	﹤0.01%	1481
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

Studio Investment Management Chicago, Illinois $589M AUM 11.75% 1-Year Est. Return

Redstone Wealth Management Oklahoma City, Oklahoma $159M AUM 31.94% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MWS

MFA Wealth Services Thousand Oaks, California $169M AUM 13.45% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

CX Institutional's RSPU Position: Q3 2026 in Review

CX Institutional held its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) position steady in Q3 2026 at 61 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

CX Institutional first reported a position in RSPU in Q3 2022 and has held it in 12 quarters since. The position peaked at $1.8M in Q3 2022. 18 funds tracked by Wall St. Rank hold RSPU as of Q3 2026.

CX Institutional held 61 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $4K as of Q3 2026.
CX Institutional left its Invesco S&P 500 Equal Weight Utilities ETF share count unchanged in Q3 2026.
Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1481 holding.
CX Institutional first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q3 2022 and has held it in 12 quarters since.
CX Institutional's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $1.8M in Q3 2022.
18 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.