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

Wakefield Asset 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	$359K	Buy	+4,425	New	+$355K	0.08%	206

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

Wakefield Asset Management's RSPU Position: Q2 2026 in Review

Wakefield Asset Management opened a new position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q2 2026: 4,425 shares worth $359K. The stake represents 0.08% of the portfolio and ranks #206 among its holdings.

132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

Wakefield Asset Management held 4,425 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $359K as of Q2 2026.
Invesco S&P 500 Equal Weight Utilities ETF was a new Wakefield Asset Management position in Q2 2026.
Invesco S&P 500 Equal Weight Utilities ETF made up 0.08% of Wakefield Asset Management's portfolio in Q2 2026, its #206 holding.
132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on Wakefield Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.