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

Orographic Financial 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	$1.67M	Sell	21,446 -59	-0.3%	-$4.74K	1.1%	29
2026 Q1	$1.74M	Buy	+21,505	New	+$1.7M	1.24%	26

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

Orographic Financial Advisors's RSPU Position: Q2 2026 in Review

Orographic Financial Advisors reduced its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 0.27% in Q2 2026, selling an estimated $4.74K and leaving 21,446 shares worth $1.67M. The position accounts for 1.1% of the portfolio, ranked #29.

Orographic Financial Advisors first reported a position in RSPU in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.74M in Q1 2026. 132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

Orographic Financial Advisors held 21,446 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $1.67M as of Q2 2026.
Orographic Financial Advisors sold 59 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $4.74K.
Invesco S&P 500 Equal Weight Utilities ETF made up 1.1% of Orographic Financial Advisors's portfolio in Q2 2026, its #29 holding.
Orographic Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2026 and has held it in 2 quarters since.
Orographic Financial Advisors's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $1.74M 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 Orographic Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.