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

MFA Wealth Services’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	$1.61M	Buy	19,868 +1,289	+7%	+$103K	0.96%	24
2026 Q1	$1.51M	Sell	18,579 -129	-0.7%	-$10.2K	1%	22
2025 Q4	$1.4M	Buy	18,708 +393	+2%	+$30.3K	0.95%	27
2025 Q3	$1.4M	Sell	18,315 -839	-4%	-$62.2K	0.97%	23
2025 Q2	$1.36M	Sell	19,154 -174	-0.9%	-$12.2K	1.02%	23
2025 Q1	$1.35M	Sell	19,328 -2,086	-10%	-$142K	1.11%	23
2024 Q4	$1.41M	Buy	+21,414	New	+$1.46M	1.13%	22

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

MFA Wealth Services's RSPU Position: Q2 2026 in Review

MFA Wealth Services increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 6.9% in Q2 2026, buying an estimated $103K and bringing the position to 19,868 shares worth $1.61M. The position accounts for 0.96% of the portfolio, ranked #24.

MFA Wealth Services first reported a position in RSPU in Q4 2024 and has held it in 7 quarters since. 132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

MFA Wealth Services held 19,868 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $1.61M as of Q2 2026.
MFA Wealth Services bought 1,289 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $103K.
Invesco S&P 500 Equal Weight Utilities ETF made up 0.96% of MFA Wealth Services's portfolio in Q2 2026, its #24 holding.
MFA Wealth Services first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2024 and has held it in 7 quarters since.
132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.