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 Q2	$580K	Sell	7,145 -272	-4%	-$21.8K	0.23%	83
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 $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

Sage Capital Management's RSPU Position: Q2 2026 in Review

Sage Capital Management reduced its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 3.7% in Q2 2026, selling an estimated $21.8K and leaving 7,145 shares worth $580K. The position accounts for 0.23% of the portfolio, ranked #83.

Sage Capital Management first reported a position in RSPU in Q4 2023 and has held it in 11 quarters since. The position peaked at $602K in Q1 2026. 131 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

Sage Capital Management held 7,145 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $580K as of Q2 2026.
Sage Capital Management sold 272 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $21.8K.
Invesco S&P 500 Equal Weight Utilities ETF made up 0.23% of Sage Capital Management's portfolio in Q2 2026, its #83 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 11 quarters since.
Sage Capital Management's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $602K in Q1 2026.
131 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on Sage Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.