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

Sage Capital 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 Q1	$602K	Buy	7,417 +47	+0.6%	+$3.72K	0.28%	74
2025 Q4	$551K	Buy	7,370 +42	+0.6%	+$3.24K	0.25%	79
2025 Q3	$562K	Buy	7,328 +45	+0.6%	+$3.33K	0.25%	80
2025 Q2	$518K	Buy	7,283 +44	+0.6%	+$3.08K	0.25%	82
2025 Q1	$504K	Buy	7,239 +45	+0.6%	+$3.06K	0.27%	80
2024 Q4	$473K	Buy	7,194 +42	+0.6%	+$2.86K	0.24%	91
2024 Q3	$491K	Buy	7,152 +45	+0.6%	+$2.84K	0.24%	90
2024 Q2	$412K	Buy	7,107 +42	+0.6%	+$2.46K	0.22%	94
2024 Q1	$400K	Buy	7,065 +39	+0.6%	+$2.1K	0.22%	96
2023 Q4	$383K	Buy	+7,026	New	+$369K	0.23%	96

Other funds holding RSPU

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

SIM

Studio Investment Management Chicago, Illinois $555M AUM 15.74% 1-Year Est. Return

DWM

Denver Wealth Management Denver, Colorado $291M AUM 17.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $814M AUM 18.17% 1-Year Est. Return

Sage Capital Management's RSPU Position: Q1 2026 in Review

Sage Capital Management increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 0.64% in Q1 2026, buying an estimated $3.72K and bringing the position to 7,417 shares worth $602K. The position accounts for 0.28% of the portfolio, ranked #74.

Sage Capital Management first reported a position in RSPU in Q4 2023 and has held it in 10 quarters since. 125 funds tracked by Wall St. Rank hold RSPU as of Q1 2026.

Sage Capital Management held 7,417 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $602K as of Q1 2026.
Sage Capital Management bought 47 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2026, an estimated $3.72K.
Invesco S&P 500 Equal Weight Utilities ETF made up 0.28% of Sage Capital Management's portfolio in Q1 2026, its #74 holding.
Sage Capital Management first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2023 and has held it in 10 quarters since.
125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2026.

Based on Sage Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.