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 Q3	$570K	Buy	8,137 +9	+0.1%	+$695	0.01%	839
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

Studio Investment Management Chicago, Illinois $589M AUM 11.75% 1-Year Est. Return

Redstone Wealth Management Oklahoma City, Oklahoma $159M AUM 31.94% 1-Year Est. Return

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

MWS

MFA Wealth Services Thousand Oaks, California $169M AUM 13.45% 1-Year Est. Return

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return

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

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

FSBI

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

Perigon Wealth Management's RSPU Position: Q3 2026 in Review

Perigon Wealth Management increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 0.11% in Q3 2026, buying an estimated $695 and bringing the position to 8,137 shares worth $570K. The position accounts for 0.01% of the portfolio, ranked #839.

Perigon Wealth Management first reported a position in RSPU in Q3 2025 and has held it in 5 quarters since. The position peaked at $659K in Q2 2026. 15 funds tracked by Wall St. Rank hold RSPU as of Q3 2026.

Perigon Wealth Management held 8,137 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $570K as of Q3 2026.
Perigon Wealth Management bought 9 Invesco S&P 500 Equal Weight Utilities ETF shares in Q3 2026, an estimated $695.
Invesco S&P 500 Equal Weight Utilities ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #839 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 5 quarters since.
Perigon Wealth Management's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $659K in Q2 2026.
15 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.