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

Jackson Wealth Management’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	$240K	Sell	2,956 -30,735	-91%	-$2.47M	0.14%	78
2026 Q1	$2.73M	Buy	33,691 +461	+1%	+$36.5K	0.28%	64
2025 Q4	$2.48M	Buy	33,230 +1,114	+3%	+$85.9K	0.24%	69
2025 Q3	$2.46M	Buy	32,116 +795	+3%	+$58.9K	0.25%	68
2025 Q2	$2.23M	Sell	31,321 -1,051	-3%	-$73.6K	0.24%	71
2025 Q1	$2.25M	Sell	32,372 -91	-0.3%	-$6.18K	0.27%	67
2024 Q4	$2.13M	Buy	32,463 +568	+2%	+$38.7K	0.24%	73
2024 Q3	$2.19M	Buy	31,895 +15,787	+98%	+$997K	0.26%	70
2024 Q2	$935K	Sell	16,108 -12,496	-44%	-$731K	0.2%	78
2024 Q1	$1.62M	Buy	28,604 +6,353	+29%	+$341K	0.2%	76
2023 Q4	$1.21M	Sell	22,251 -2,630	-11%	-$138K	0.16%	82
2023 Q3	$1.25M	Buy	24,881 +2,467	+11%	+$135K	0.18%	78
2023 Q2	$1.24M	Buy	22,414 +314	+1%	+$17.7K	0.18%	74
2023 Q1	$1.25M	Buy	22,100 +1,934	+10%	+$109K	0.94%	40
2022 Q4	$1.17M	Sell	20,166 -1,936	-9%	-$109K	0.43%	59
2022 Q3	$1.18M	Buy	+22,102	New	+$1.32M	0.23%	73

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

Jackson Wealth Management's RSPU Position: Q2 2026 in Review

Jackson Wealth Management reduced its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 91% in Q2 2026, selling an estimated $2.47M and leaving 2,956 shares worth $240K. The position accounts for 0.14% of the portfolio, ranked #78.

Jackson Wealth Management first reported a position in RSPU in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.73M in Q1 2026. 132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

Jackson Wealth Management held 2,956 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $240K as of Q2 2026.
Jackson Wealth Management sold 30,735 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $2.47M.
Invesco S&P 500 Equal Weight Utilities ETF made up 0.14% of Jackson Wealth Management's portfolio in Q2 2026, its #78 holding.
Jackson Wealth Management first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q3 2022 and has held it in 16 quarters since.
Jackson Wealth Management's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $2.73M 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 Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.