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 Q3	$1.4M	Buy	19,924 +56	+0.3%	+$4.33K	0.83%	32
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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MFA Wealth Services's RSPU Position: Q3 2026 in Review

MFA Wealth Services increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 0.28% in Q3 2026, buying an estimated $4.33K and bringing the position to 19,924 shares worth $1.4M. The position accounts for 0.83% of the portfolio, ranked #32.

MFA Wealth Services first reported a position in RSPU in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.61M in Q2 2026. 7 funds tracked by Wall St. Rank hold RSPU as of Q3 2026.

MFA Wealth Services held 19,924 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $1.4M as of Q3 2026.
MFA Wealth Services bought 56 Invesco S&P 500 Equal Weight Utilities ETF shares in Q3 2026, an estimated $4.33K.
Invesco S&P 500 Equal Weight Utilities ETF made up 0.83% of MFA Wealth Services's portfolio in Q3 2026, its #32 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 8 quarters since.
MFA Wealth Services's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $1.61M in Q2 2026.
7 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.