Anchor Investment Management’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Anchor Investment Management’s Portfolio RSPG Stock Details RSPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$306K	Sell	2,794 -299	-10%	-$28.5K	0.03%	317
2025 Q4	$246K	Sell	3,093 -50	-2%	-$3.98K	0.02%	351
2025 Q3	$250K	Buy	3,143 +1	+0%	+$77	0.02%	346
2025 Q2	$234K	Buy	3,142 +1	+0%	+$73	0.02%	348
2025 Q1	$257K	Sell	3,141 -100	-3%	-$8.06K	0.02%	331
2024 Q4	$247K	Buy	3,241 +1,826	+129%	+$146K	0.02%	333
2024 Q3	$108K	Buy	+1,415	New	+$111K	0.01%	454
2017 Q2	–	Sell	-30	Closed	-$1.77K	–	714
2017 Q1	$1.77K	Hold	30	–	–	﹤0.01%	670
2016 Q4	$1.92K	Hold	30	–	–	﹤0.01%	646
2016 Q3	$1.8K	Hold	30	–	–	﹤0.01%	631
2016 Q2	$1.68K	Sell	30 -50	-63%	-$2.68K	﹤0.01%	634
2016 Q1	$3.87K	Buy	+80	New	+$3.54K	﹤0.01%	577

Other funds holding RSPG

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

MATAURO New York $692M AUM 26.24% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

AWS

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

Anchor Investment Management's RSPG Position: Q1 2026 in Review

Anchor Investment Management reduced its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 9.7% in Q1 2026, selling an estimated $28.5K and leaving 2,794 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #317.

Anchor Investment Management first reported a position in RSPG in Q1 2016 and has held it in 12 quarters since. 163 funds tracked by Wall St. Rank hold RSPG as of Q1 2026.

Anchor Investment Management held 2,794 shares of Invesco S&P 500 Equal Weight Energy ETF worth $306K as of Q1 2026.
Anchor Investment Management sold 299 Invesco S&P 500 Equal Weight Energy ETF shares in Q1 2026, an estimated $28.5K.
Invesco S&P 500 Equal Weight Energy ETF made up 0.03% of Anchor Investment Management's portfolio in Q1 2026, its #317 holding.
Anchor Investment Management first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2016 and has held it in 12 quarters since.
163 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.