WAM
RSPU icon

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

Walker 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
Q3 		$480K Sell
6,842
-71
-1% -$5.49K 0.24% 79
2026
Q2 		$561K Buy
6,913
+332
+5% +$26.6K 0.28% 68
2026
Q1 		$534K Buy
6,581
+390
+6% +$30.9K 0.29% 68
2025
Q4 		$463K Sell
6,191
-326
-5% -$25.1K 0.25% 73
2025
Q3 		$500K Buy
6,517
+353
+6% +$26.2K 0.28% 68
2025
Q2 		$438K Sell
6,164
-234
-4% -$16.4K 0.25% 70
2025
Q1 		$446K Sell
6,398
-91
-1% -$6.18K 0.27% 65
2024
Q4 		$427K Buy
6,489
+93
+1% +$6.33K 0.26% 66
2024
Q3 		$439K Sell
6,396
-490
-7% -$30.9K 0.27% 62
2024
Q2 		$400K Sell
6,886
-399
-5% -$23.3K 0.27% 67
2024
Q1 		$412K Buy
7,285
+47
+0.6% +$2.53K 0.27% 61
2023
Q4 		$395K Buy
7,238
+273
+4% +$14.3K 0.29% 58
2023
Q3 		$350K Sell
6,965
-109
-2% -$5.96K 0.31% 54
2023
Q2 		$391K Sell
7,074
-22
-0.3% -$1.24K 0.32% 49
2023
Q1 		$402K Hold
7,096
– – 0.35% 47
2022
Q4 		$413K Buy
7,096
+380
+6% +$21.3K 0.36% 47
2022
Q3 		$358K Hold
6,716
– – 0.32% 46
2022
Q2 		$384K Buy
6,716
+864
+15% +$51.3K 0.35% 48
2022
Q1 		$354K Buy
+5,852
New +$329K 0.28% 54

Other funds holding RSPU

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MWS
MFA Wealth Services Thousand Oaks, California $169M AUM 13.45% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
FSBI
Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Walker Asset Management's RSPU Position: Q3 2026 in Review

Walker Asset Management reduced its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 1% in Q3 2026, selling an estimated $5.49K and leaving 6,842 shares worth $480K. The position accounts for 0.24% of the portfolio, ranked #79.

Walker Asset Management first reported a position in RSPU in Q1 2022 and has held it in 19 quarters since. The position peaked at $561K in Q2 2026. 7 funds tracked by Wall St. Rank hold RSPU as of Q3 2026.

  • Walker Asset Management held 6,842 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $480K as of Q3 2026.
  • Walker Asset Management sold 71 Invesco S&P 500 Equal Weight Utilities ETF shares in Q3 2026, an estimated $5.49K.
  • Invesco S&P 500 Equal Weight Utilities ETF made up 0.24% of Walker Asset Management's portfolio in Q3 2026, its #79 holding.
  • Walker Asset Management first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2022 and has held it in 19 quarters since.
  • Walker Asset Management's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $561K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q3 2026.

Based on Walker Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.