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

MAI Capital 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	–	Sell	-603	Closed	-$48.9K	–	4186
2026 Q1	$48.9K	Hold	603	–	–	﹤0.01%	2237
2025 Q4	$45.1K	Hold	603	–	–	﹤0.01%	2069
2025 Q3	$46.2K	Sell	603 -264	-30%	-$19.6K	﹤0.01%	1972
2025 Q2	$61.7K	Sell	867 -22	-2%	-$1.54K	﹤0.01%	1742
2025 Q1	$61.9K	Buy	889 +22	+3%	+$1.49K	﹤0.01%	1636
2024 Q4	$57K	Buy	+867	New	+$59K	﹤0.01%	1699

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

MAI Capital Management's RSPU Position: Q2 2026 in Review

MAI Capital Management sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q2 2026, closing a stake of 603 shares — an estimated $48.9K sold.

MAI Capital Management first reported a position in RSPU in Q4 2024 and held it in 6 quarters. The position peaked at $61.9K in Q1 2025. 131 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

MAI Capital Management reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 603 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $48.9K.
MAI Capital Management first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $61.9K in Q1 2025.
131 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.