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

Anchor Investment 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 Q1	$73.6K	Buy	908 +202	+29%	+$16K	0.01%	526
2025 Q4	$52.8K	Buy	706 +202	+40%	+$15.6K	﹤0.01%	586
2025 Q3	$38.6K	Buy	504 +1	+0.2%	+$74	﹤0.01%	623
2025 Q2	$35.8K	Sell	503 -62	-11%	-$4.34K	﹤0.01%	627
2025 Q1	$39.3K	Sell	565 -148	-21%	-$10K	﹤0.01%	598
2024 Q4	$46.9K	Buy	713 +151	+27%	+$10.3K	﹤0.01%	583
2024 Q3	$38.6K	Buy	562 +1	+0.2%	+$63	﹤0.01%	597
2024 Q2	$32.6K	Buy	561 +101	+22%	+$5.91K	﹤0.01%	575
2024 Q1	$26.1K	Buy	460 +60	+15%	+$3.23K	﹤0.01%	633
2023 Q4	$21.8K	Buy	400 +200	+100%	+$10.5K	﹤0.01%	645
2023 Q3	$10.1K	Hold	200	–	–	﹤0.01%	741
2023 Q2	$11.1K	Buy	+200	New	+$11.3K	﹤0.01%	722

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

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

Anchor Investment Management increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 29% in Q1 2026, buying an estimated $16K and bringing the position to 908 shares worth $73.6K. The position accounts for 0.01% of the portfolio, ranked #526.

Anchor Investment Management first reported a position in RSPU in Q2 2023 and has held it in 12 quarters since. 125 funds tracked by Wall St. Rank hold RSPU as of Q1 2026.

Anchor Investment Management held 908 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $73.6K as of Q1 2026.
Anchor Investment Management bought 202 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2026, an estimated $16K.
Invesco S&P 500 Equal Weight Utilities ETF made up 0.01% of Anchor Investment Management's portfolio in Q1 2026, its #526 holding.
Anchor Investment Management first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2023 and has held it in 12 quarters since.
125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2026.

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