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

Waverly 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 Q1	$985K	Sell	12,147 -303	-2%	-$24K	0.01%	840
2025 Q4	$931K	Buy	12,450 +4	+0%	+$309	0.01%	786
2025 Q3	$954K	Buy	12,446 +4	+0%	+$296	0.01%	654
2025 Q2	$885K	Sell	12,442 -1,064	-8%	-$74.5K	0.01%	644
2025 Q1	$941K	Sell	13,506 -74	-0.5%	-$5.02K	0.01%	619
2024 Q4	$893K	Buy	13,580 +2,004	+17%	+$136K	0.01%	542
2024 Q3	$795K	Buy	11,576 +1,604	+16%	+$101K	0.01%	491
2024 Q2	$579K	Buy	+9,972	New	+$583K	0.01%	545

Other funds holding RSPU

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

SIM

Studio Investment Management Chicago, Illinois $555M AUM 15.74% 1-Year Est. Return

DWM

Denver Wealth Management Denver, Colorado $291M AUM 17.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $814M AUM 18.17% 1-Year Est. Return

Waverly Advisors's RSPU Position: Q1 2026 in Review

Waverly Advisors reduced its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 2.4% in Q1 2026, selling an estimated $24K and leaving 12,147 shares worth $985K. The position accounts for 0.01% of the portfolio, ranked #840.

Waverly Advisors first reported a position in RSPU in Q2 2024 and has held it in 8 quarters since. 125 funds tracked by Wall St. Rank hold RSPU as of Q1 2026.

Waverly Advisors held 12,147 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $985K as of Q1 2026.
Waverly Advisors sold 303 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2026, an estimated $24K.
Invesco S&P 500 Equal Weight Utilities ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #840 holding.
Waverly Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2024 and has held it in 8 quarters since.
125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.