Focus Partners Wealth’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Focus Partners Wealth’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	$673K	Sell	8,300 -979	-11%	-$78.6K	﹤0.01%	1814
2026 Q1	$753K	Buy	9,279 +62	+0.7%	+$4.91K	﹤0.01%	1734
2025 Q4	$689K	Buy	9,217 +1,092	+13%	+$84.2K	﹤0.01%	1801
2025 Q3	$623K	Buy	+8,125	New	+$602K	﹤0.01%	1511

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

Focus Partners Wealth's RSPU Position: Q2 2026 in Review

Focus Partners Wealth reduced its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 11% in Q2 2026, selling an estimated $78.6K and leaving 8,300 shares worth $673K. The position accounts for ﹤0.01% of the portfolio, ranked #1814.

Focus Partners Wealth first reported a position in RSPU in Q3 2025 and has held it in 4 quarters since. The position peaked at $753K in Q1 2026. 132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

Focus Partners Wealth held 8,300 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $673K as of Q2 2026.
Focus Partners Wealth sold 979 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $78.6K.
Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1814 holding.
Focus Partners Wealth first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q3 2025 and has held it in 4 quarters since.
Focus Partners Wealth's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $753K in Q1 2026.
132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.