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

Sanctuary Wealth 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
2024
Q4 		$180K Sell
2,739
-275
-9% -$18.7K 0.12% 44
2024
Q3 		$207K Hold
3,014
– – 0.15% 40
2024
Q2 		$175K Sell
3,014
-16
-0.5% -$936 0.13% 44
2024
Q1 		$171K Sell
3,030
-668
-18% -$35.9K 0.14% 44
2023
Q4 		$202K Buy
3,698
+1,486
+67% +$78.1K 0.2% 37
2023
Q3 		$111K Buy
2,212
+1,356
+158% +$74.1K 0.12% 48
2023
Q2 		$47.3K Buy
+856
New +$48.3K 0.05% 79

Other funds holding RSPU

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UWP
Uniting Wealth Partners Mission, Kansas $470M AUM 30.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Sanctuary Wealth Management's RSPU Position: Q4 2024 in Review

Sanctuary Wealth Management reduced its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 9.1% in Q4 2024, selling an estimated $18.7K and leaving 2,739 shares worth $180K. The position accounts for 0.12% of the portfolio, ranked #44.

Sanctuary Wealth Management first reported a position in RSPU in Q2 2023 and has held it in 7 quarters since. The position peaked at $207K in Q3 2024. 110 funds tracked by Wall St. Rank hold RSPU as of Q4 2024.

  • Sanctuary Wealth Management held 2,739 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $180K as of Q4 2024.
  • Sanctuary Wealth Management sold 275 Invesco S&P 500 Equal Weight Utilities ETF shares in Q4 2024, an estimated $18.7K.
  • Invesco S&P 500 Equal Weight Utilities ETF made up 0.12% of Sanctuary Wealth Management's portfolio in Q4 2024, its #44 holding.
  • Sanctuary Wealth Management first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2023 and has held it in 7 quarters since.
  • Sanctuary Wealth Management's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $207K in Q3 2024.
  • 110 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.