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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
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

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SIM
Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return
Cambridge Investment Research Advisors
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
FF
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Walker Asset Management increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 5% in Q2 2026, buying an estimated $26.6K and bringing the position to 6,913 shares worth $561K. The position accounts for 0.28% of the portfolio, ranked #68.

Walker Asset Management first reported a position in RSPU in Q1 2022 and has held it in 18 quarters since. 50 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

  • Walker Asset Management held 6,913 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $561K as of Q2 2026.
  • Walker Asset Management bought 332 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $26.6K.
  • Invesco S&P 500 Equal Weight Utilities ETF made up 0.28% of Walker Asset Management's portfolio in Q2 2026, its #68 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 18 quarters since.
  • 50 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on Walker Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.