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

Marshall & Sterling 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	$3.05M	Sell	37,648 -1,509	-4%	-$121K	1.81%	16
2026 Q1	$3.18M	Buy	39,157 +1,113	+3%	+$88.2K	2.08%	15
2025 Q4	$2.84M	Buy	38,044 +417	+1%	+$32.2K	1.88%	17
2025 Q3	$2.88M	Buy	37,627 +2,039	+6%	+$151K	1.85%	15
2025 Q2	$2.53M	Buy	35,588 +10,528	+42%	+$737K	1.71%	15
2025 Q1	$1.75M	Buy	25,060 +181	+0.7%	+$12.3K	1.19%	23
2024 Q4	$1.64M	Buy	+24,879	New	+$1.69M	1.13%	25

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

Marshall & Sterling Wealth Advisors's RSPU Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors reduced its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 3.9% in Q2 2026, selling an estimated $121K and leaving 37,648 shares worth $3.05M. The position accounts for 1.81% of the portfolio, ranked #16.

Marshall & Sterling Wealth Advisors first reported a position in RSPU in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.18M in Q1 2026. 132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

Marshall & Sterling Wealth Advisors held 37,648 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $3.05M as of Q2 2026.
Marshall & Sterling Wealth Advisors sold 1,509 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $121K.
Invesco S&P 500 Equal Weight Utilities ETF made up 1.81% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #16 holding.
Marshall & Sterling Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $3.18M 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 Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.