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

Financial Perspectives’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	$171K	Hold	2,112	–	–	0.04%	186
2026 Q1	$171K	Hold	2,112	–	–	0.05%	180
2025 Q4	$158K	Hold	2,112	–	–	0.04%	179
2025 Q3	$162K	Hold	2,112	–	–	0.04%	180
2025 Q2	$150K	Hold	2,112	–	–	0.05%	174
2025 Q1	$147K	Hold	2,112	–	–	0.05%	169
2024 Q4	$139K	Hold	2,112	–	–	0.05%	174
2024 Q3	$145K	Hold	2,112	–	–	0.05%	170
2024 Q2	$123K	Hold	2,112	–	–	0.05%	181
2024 Q1	$120K	Hold	2,112	–	–	0.05%	184
2023 Q4	$115K	Hold	2,112	–	–	0.05%	185
2023 Q3	$106K	Hold	2,112	–	–	0.05%	177
2023 Q2	$117K	Hold	2,112	–	–	0.05%	170
2023 Q1	$120K	Hold	2,112	–	–	0.06%	165
2022 Q4	$123K	Hold	2,112	–	–	0.06%	157
2022 Q3	$113K	Hold	2,112	–	–	0.06%	162
2022 Q2	$121K	Hold	2,112	–	–	0.07%	157
2022 Q1	$128K	Hold	2,112	–	–	0.06%	160
2021 Q4	$121K	Hold	2,112	–	–	0.06%	158
2021 Q3	$108K	Hold	2,112	–	–	0.05%	167
2021 Q2	$109K	Hold	2,112	–	–	0.05%	177
2021 Q1	$109K	Hold	2,112	–	–	0.06%	170
2020 Q4	$106K	Sell	2,112 -1,166	-36%	-$58.7K	0.06%	162
2020 Q3	$155K	Hold	3,278	–	–	0.1%	113
2020 Q2	$149K	Hold	3,278	–	–	0.11%	108
2020 Q1	$145K	Hold	3,278	–	–	0.12%	93
2019 Q4	$174K	Buy	+3,278	New	+$171K	0.12%	91

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

Financial Perspectives's RSPU Position: Q2 2026 in Review

Financial Perspectives held its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) position steady in Q2 2026 at 2,112 shares worth $171K. The position accounts for 0.04% of the portfolio, ranked #186.

Financial Perspectives first reported a position in RSPU in Q4 2019 and has held it in 27 quarters since. The position peaked at $174K in Q4 2019. 132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

Financial Perspectives held 2,112 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $171K as of Q2 2026.
Financial Perspectives 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 0.04% of Financial Perspectives's portfolio in Q2 2026, its #186 holding.
Financial Perspectives first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $174K in Q4 2019.
132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.