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

Northwestern Mutual Wealth 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 Q1	$2.33M	Buy	28,734 +8,492	+42%	+$673K	﹤0.01%	1054
2025 Q4	$1.51M	Buy	20,242 +5,390	+36%	+$416K	﹤0.01%	1146
2025 Q3	$1.14M	Buy	14,852 +5,965	+67%	+$442K	﹤0.01%	1193
2025 Q2	$632K	Buy	8,887 +7,123	+404%	+$499K	﹤0.01%	1306
2025 Q1	$123K	Buy	1,764 +280	+19%	+$19K	﹤0.01%	1857
2024 Q4	$97.5K	Buy	1,484 +152	+11%	+$10.3K	﹤0.01%	1927
2024 Q3	$91.5K	Sell	1,332 -273	-17%	-$17.2K	﹤0.01%	1928
2024 Q2	$93.2K	Sell	1,605 -173	-10%	-$10.1K	﹤0.01%	1856
2024 Q1	$101K	Buy	1,778 +404	+29%	+$21.7K	﹤0.01%	1802
2023 Q4	$74.9K	Sell	1,374 -805	-37%	-$42.3K	﹤0.01%	1888
2023 Q3	$110K	Sell	2,179 -5,673	-72%	-$310K	﹤0.01%	1680
2023 Q2	$434K	Sell	7,852 -712	-8%	-$40.2K	﹤0.01%	1201
2023 Q1	$486K	Sell	8,564 -11,478	-57%	-$649K	﹤0.01%	1139
2022 Q4	$1.17M	Sell	20,042 -9,478	-32%	-$532K	﹤0.01%	820
2022 Q3	$1.57M	Buy	29,520 +29,410	+26,736%	+$1.75M	﹤0.01%	690
2022 Q2	$6K	Buy	+110	New	+$6.53K	﹤0.01%	2679
2022 Q1	–	Sell	-490	Closed	-$28K	–	3357
2021 Q4	$28K	Sell	490 -146	-23%	-$7.85K	﹤0.01%	2196
2021 Q3	$33K	Buy	636 +42	+7%	+$2.27K	﹤0.01%	2047
2021 Q2	$31K	Sell	594 -202	-25%	-$10.7K	﹤0.01%	2021
2021 Q1	$41K	Sell	796 -410	-34%	-$20.3K	﹤0.01%	1809
2020 Q4	$61K	Buy	1,206 +506	+72%	+$25.5K	﹤0.01%	1582
2020 Q3	$33K	Buy	700 +446	+176%	+$21.2K	﹤0.01%	1636
2020 Q2	$12K	Buy	+254	New	+$11.7K	﹤0.01%	1864
2020 Q1	–	Sell	-76	Closed	-$4K	–	2718
2019 Q4	$4K	Buy	+76	New	+$3.96K	﹤0.01%	2124
2019 Q3	–	Sell	-186	Closed	-$9K	–	2656
2019 Q2	$9K	Buy	+186	New	+$9.04K	﹤0.01%	1994

Other funds holding RSPU

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

SIM

Studio Investment Management Chicago, Illinois $555M AUM 15.74% 1-Year Est. Return

DWM

Denver Wealth Management Denver, Colorado $291M AUM 17.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $814M AUM 18.17% 1-Year Est. Return

Northwestern Mutual Wealth Management's RSPU Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 42% in Q1 2026, buying an estimated $673K and bringing the position to 28,734 shares worth $2.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

Northwestern Mutual Wealth Management first reported a position in RSPU in Q2 2019 and has held it in 25 quarters since. 125 funds tracked by Wall St. Rank hold RSPU as of Q1 2026.

Northwestern Mutual Wealth Management held 28,734 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $2.33M as of Q1 2026.
Northwestern Mutual Wealth Management bought 8,492 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2026, an estimated $673K.
Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1054 holding.
Northwestern Mutual Wealth Management first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2019 and has held it in 25 quarters since.
125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.