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

RM Financial Services’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 		$4.13M Buy
50,927
+534
+1% +$42.9K 3.07% 9
2026
Q1 		$4.09M Buy
50,393
+9,200
+22% +$729K 3.53% 8
2025
Q4 		$3.08M Buy
+41,193
New +$3.18M 2.73% 10

Other funds holding RSPU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RM Financial Services's RSPU Position: Q2 2026 in Review

RM Financial Services increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 1.1% in Q2 2026, buying an estimated $42.9K and bringing the position to 50,927 shares worth $4.13M. The position accounts for 3.07% of the portfolio, ranked #9.

RM Financial Services 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.

  • RM Financial Services held 50,927 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $4.13M as of Q2 2026.
  • RM Financial Services bought 534 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $42.9K.
  • Invesco S&P 500 Equal Weight Utilities ETF made up 3.07% of RM Financial Services's portfolio in Q2 2026, its #9 holding.
  • RM Financial Services 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 RM Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.