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

Farther Finance 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	$2.27M	Buy	28,039 +1,887	+7%	+$151K	0.02%	679
2026 Q1	$2.13M	Buy	26,152 +5,201	+25%	+$412K	0.02%	619
2025 Q4	$1.57M	Buy	20,951 +727	+4%	+$56.1K	0.02%	684
2025 Q3	$1.55M	Buy	20,224 +790	+4%	+$58.5K	0.02%	545
2025 Q2	$1.38M	Sell	19,434 -350	-2%	-$24.5K	0.03%	479
2025 Q1	$1.38M	Buy	19,784 +18,932	+2,222%	+$1.29M	0.04%	393
2024 Q4	$56K	Buy	852 +252	+42%	+$17.1K	﹤0.01%	1603
2024 Q3	$41.2K	Buy	+600	New	+$37.9K	﹤0.01%	1755

Other funds holding RSPU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Farther Finance Advisors's RSPU Position: Q2 2026 in Review

Farther Finance Advisors increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 7.2% in Q2 2026, buying an estimated $151K and bringing the position to 28,039 shares worth $2.27M. The position accounts for 0.02% of the portfolio, ranked #679.

Farther Finance Advisors first reported a position in RSPU in Q3 2024 and has held it in 8 quarters since. 132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

Farther Finance Advisors held 28,039 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $2.27M as of Q2 2026.
Farther Finance Advisors bought 1,887 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $151K.
Invesco S&P 500 Equal Weight Utilities ETF made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #679 holding.
Farther Finance Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q3 2024 and has held it in 8 quarters since.
132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.