Signature Estate & Investment Advisors’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Signature Estate & Investment Advisors’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	$932K	Sell	11,492 -529	-4%	-$42.5K	0.02%	281
2026 Q1	$975K	Buy	12,021 +90	+0.8%	+$7.13K	0.02%	275
2025 Q4	$892K	Buy	11,931 +110	+0.9%	+$8.48K	0.02%	273
2025 Q3	$906K	Sell	11,821 -120	-1%	-$8.89K	0.02%	262
2025 Q2	$849K	Buy	11,941 +133	+1%	+$9.31K	0.02%	255
2025 Q1	$822K	Buy	11,808 +1,658	+16%	+$113K	0.02%	249
2024 Q4	$667K	Buy	10,150 +48	+0.5%	+$3.27K	0.02%	281
2024 Q3	$694K	Sell	10,102 -327	-3%	-$20.7K	0.02%	259
2024 Q2	$605K	Buy	+10,429	New	+$610K	0.02%	266

Other funds holding RSPU

LPL Financial San Diego, California $445B AUM 25.58% 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

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

RFS

RM Financial Services Falmouth, Maine $135M AUM

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

MSWA

Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Signature Estate & Investment Advisors's RSPU Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 4.4% in Q2 2026, selling an estimated $42.5K and leaving 11,492 shares worth $932K. The position accounts for 0.02% of the portfolio, ranked #281.

Signature Estate & Investment Advisors first reported a position in RSPU in Q2 2024 and has held it in 9 quarters since. The position peaked at $975K in Q1 2026. 68 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

Signature Estate & Investment Advisors held 11,492 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $932K as of Q2 2026.
Signature Estate & Investment Advisors sold 529 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $42.5K.
Invesco S&P 500 Equal Weight Utilities ETF made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #281 holding.
Signature Estate & Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2024 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $975K in Q1 2026.
68 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.