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

Perigon 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 Q2	$659K	Buy	8,128 +598	+8%	+$48K	0.01%	755
2026 Q1	$611K	Buy	7,530 +314	+4%	+$24.9K	0.01%	705
2025 Q4	$540K	Buy	7,216 +4,202	+139%	+$324K	0.01%	756
2025 Q3	$231K	Buy	+3,014	New	+$223K	﹤0.01%	1077

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

Perigon Wealth Management's RSPU Position: Q2 2026 in Review

Perigon Wealth Management increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 7.9% in Q2 2026, buying an estimated $48K and bringing the position to 8,128 shares worth $659K. The position accounts for 0.01% of the portfolio, ranked #755.

Perigon Wealth Management first reported a position in RSPU in Q3 2025 and has held it in 4 quarters since. 132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

Perigon Wealth Management held 8,128 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $659K as of Q2 2026.
Perigon Wealth Management bought 598 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $48K.
Invesco S&P 500 Equal Weight Utilities ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #755 holding.
Perigon Wealth Management first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q3 2025 and has held it in 4 quarters since.
132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.