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

Studio Investment 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	$8.08M	Buy	99,554 +2,926	+3%	+$235K	1.37%	14
2026 Q1	$7.84M	Buy	96,628 +2,234	+2%	+$177K	1.41%	14
2025 Q4	$7.06M	Buy	94,394 +2,427	+3%	+$187K	1.29%	16
2025 Q3	$7.05M	Buy	91,967 +6,545	+8%	+$485K	1.33%	15
2025 Q2	$6.08M	Buy	85,422 +17,093	+25%	+$1.2M	1.22%	21
2025 Q1	$4.76M	Buy	68,329 +32,450	+90%	+$2.2M	0.98%	23
2024 Q4	$2.36M	Buy	35,879 +9,163	+34%	+$624K	0.5%	51
2024 Q3	$1.84M	Buy	26,716 +4,087	+18%	+$258K	0.39%	61
2024 Q2	$1.31M	Buy	22,629 +1,634	+8%	+$95.6K	0.3%	63
2024 Q1	$1.19M	Buy	20,995 +10,995	+110%	+$591K	0.28%	66
2023 Q4	$546K	Sell	10,000 -2,043	-17%	-$107K	0.14%	93
2023 Q3	$606K	Buy	+12,043	New	+$658K	0.17%	73

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

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

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

Studio Investment Management's RSPU Position: Q2 2026 in Review

Studio Investment Management increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 3% in Q2 2026, buying an estimated $235K and bringing the position to 99,554 shares worth $8.08M. The position accounts for 1.37% of the portfolio, ranked #14.

Studio Investment Management first reported a position in RSPU in Q3 2023 and has held it in 12 quarters since. 132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

Studio Investment Management held 99,554 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $8.08M as of Q2 2026.
Studio Investment Management bought 2,926 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $235K.
Invesco S&P 500 Equal Weight Utilities ETF made up 1.37% of Studio Investment Management's portfolio in Q2 2026, its #14 holding.
Studio Investment Management first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q3 2023 and has held it in 12 quarters since.
132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.