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

Redstone 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	$4.47M	Buy	55,141 +18,385	+50%	+$1.48M	2.92%	12
2026 Q1	$2.98M	Buy	36,756 +1,599	+5%	+$127K	2.38%	13
2025 Q4	$2.63M	Buy	+35,157	New	+$2.71M	2.08%	13

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

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

Redstone Wealth Management increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 50% in Q2 2026, buying an estimated $1.48M and bringing the position to 55,141 shares worth $4.47M. The position accounts for 2.92% of the portfolio, ranked #12.

Redstone Wealth Management first reported a position in RSPU in Q4 2025 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

Redstone Wealth Management held 55,141 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $4.47M as of Q2 2026.
Redstone Wealth Management bought 18,385 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $1.48M.
Invesco S&P 500 Equal Weight Utilities ETF made up 2.92% of Redstone Wealth Management's portfolio in Q2 2026, its #12 holding.
Redstone Wealth Management first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2025 and has held it in 3 quarters since.
132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on Redstone Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.