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 Q2	$993K	Buy	12,245 +98	+0.8%	+$7.87K	0.01%	901
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 $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

Waverly Advisors's RSPU Position: Q2 2026 in Review

Waverly Advisors increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 0.81% in Q2 2026, buying an estimated $7.87K and bringing the position to 12,245 shares worth $993K. The position accounts for 0.01% of the portfolio, ranked #901.

Waverly Advisors first reported a position in RSPU in Q2 2024 and has held it in 9 quarters since. 132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

Waverly Advisors held 12,245 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $993K as of Q2 2026.
Waverly Advisors bought 98 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $7.87K.
Invesco S&P 500 Equal Weight Utilities ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #901 holding.
Waverly Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2024 and has held it in 9 quarters since.
132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.