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

Mutual 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	$204K	Hold	2,520	–	–	﹤0.01%	1330
2026 Q1	$204K	Buy	+2,520	New	+$200K	﹤0.01%	1269
2023 Q3	–	Sell	-3,730	Closed	-$206K	–	1036
2023 Q2	$206K	Buy	+3,730	New	+$211K	0.01%	935
2020 Q3	–	Sell	-7,540	Closed	-$343K	–	700
2020 Q2	$343K	Hold	7,540	–	–	0.03%	471
2020 Q1	$333K	Hold	7,540	–	–	0.05%	375
2019 Q4	$401K	Hold	7,540	–	–	0.04%	397
2019 Q3	$402K	Hold	7,540	–	–	0.05%	351
2019 Q2	$372K	Hold	7,540	–	–	0.05%	391
2019 Q1	$365K	Buy	7,540 +220	+3%	+$10.2K	0.05%	325
2018 Q4	$325K	Hold	7,320	–	–	0.06%	307
2018 Q3	$321K	Hold	7,320	–	–	0.05%	354
2018 Q2	$312K	Sell	7,320 -280	-4%	-$11.6K	0.07%	319
2018 Q1	$314K	Buy	+7,600	New	+$311K	0.08%	299

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

Mutual Advisors's RSPU Position: Q2 2026 in Review

Mutual Advisors held its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) position steady in Q2 2026 at 2,520 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

Mutual Advisors first reported a position in RSPU in Q1 2018 and has held it in 13 quarters since. The position peaked at $402K in Q3 2019. 132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

Mutual Advisors held 2,520 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $204K as of Q2 2026.
Mutual Advisors left its Invesco S&P 500 Equal Weight Utilities ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of Mutual Advisors's portfolio in Q2 2026, its #1330 holding.
Mutual Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2018 and has held it in 13 quarters since.
Mutual Advisors's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $402K in Q3 2019.
132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.