Wealth Enhancement Advisory Services’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Wealth Enhancement Advisory Services’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	$211K	Sell	2,595 -47,058	-95%	-$3.78M	﹤0.01%	3542
2026 Q1	$4.08M	Buy	49,653 +45,815	+1,194%	+$3.63M	0.01%	994
2025 Q4	$288K	Buy	3,838 +2	+0.1%	+$154	﹤0.01%	2959
2025 Q3	$301K	Sell	3,836 -271	-7%	-$20.1K	﹤0.01%	2792
2025 Q2	$293K	Sell	4,107 -99,850	-96%	-$6.99M	﹤0.01%	2661
2025 Q1	$7.24M	Buy	103,957 +1,837	+2%	+$125K	0.01%	700
2024 Q4	$6.71M	Buy	102,120 +3,506	+4%	+$239K	0.01%	698
2024 Q3	$6.77M	Buy	+98,614	New	+$6.23M	0.01%	632

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

Wealth Enhancement Advisory Services's RSPU Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 95% in Q2 2026, selling an estimated $3.78M and leaving 2,595 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #3542.

Wealth Enhancement Advisory Services first reported a position in RSPU in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.24M in Q1 2025. 132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

Wealth Enhancement Advisory Services held 2,595 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $211K as of Q2 2026.
Wealth Enhancement Advisory Services sold 47,058 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $3.78M.
Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3542 holding.
Wealth Enhancement Advisory Services first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q3 2024 and has held it in 8 quarters since.
Wealth Enhancement Advisory Services's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $7.24M in Q1 2025.
132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.