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

HHM Wealth 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	$244	Sell	3 -1,497	-100%	-$120K	﹤0.01%	872
2026 Q1	$122K	Hold	1,500	–	–	0.01%	247
2025 Q4	$112K	Hold	1,500	–	–	0.01%	257
2025 Q3	$115K	Hold	1,500	–	–	0.01%	264
2025 Q2	$107K	Hold	1,500	–	–	0.01%	271
2025 Q1	$104K	Buy	+1,500	New	+$102K	0.01%	263

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

HHM Wealth Advisors's RSPU Position: Q2 2026 in Review

HHM Wealth Advisors reduced its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 100% in Q2 2026, selling an estimated $120K and leaving 3 shares worth $244. The position accounts for ﹤0.01% of the portfolio, ranked #872.

HHM Wealth Advisors first reported a position in RSPU in Q1 2025 and has held it in 6 quarters since. The position peaked at $122K in Q1 2026. 17 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

HHM Wealth Advisors held 3 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $244 as of Q2 2026.
HHM Wealth Advisors sold 1,497 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $120K.
Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #872 holding.
HHM Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2025 and has held it in 6 quarters since.
HHM Wealth Advisors's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $122K in Q1 2026.
17 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.