Acima Private Wealth’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.6M	Sell	49,806 -5,716	-10%	-$1.17M	3.08%	9
2026 Q1	$10.7M	Buy	55,522 +118	+0.2%	+$23.4K	3.34%	9
2025 Q4	$10.6M	Buy	55,404 +1,268	+2%	+$241K	3.29%	9
2025 Q3	$10.3M	Sell	54,136 -41	-0.1%	-$7.64K	3.22%	9
2025 Q2	$9.85M	Buy	54,177 +2,372	+5%	+$409K	3.36%	6
2025 Q1	$8.97M	Buy	51,805 +11,540	+29%	+$2.05M	3.22%	9
2024 Q4	$7.06M	Buy	40,265 +10,226	+34%	+$1.85M	2.38%	14
2024 Q3	$5.38M	Buy	30,039 +2,625	+10%	+$448K	1.8%	17
2024 Q2	$4.5M	Buy	27,414 +6,778	+33%	+$1.11M	1.65%	18
2024 Q1	$3.5M	Buy	20,636 +19,264	+1,404%	+$3.09M	1.29%	20
2023 Q4	$217K	Hold	1,372	–	–	0.08%	122
2023 Q3	$194K	Hold	1,372	–	–	0.09%	125
2023 Q2	$205K	Hold	1,372	–	–	0.1%	127
2023 Q1	$198K	Hold	1,372	–	–	0.1%	129
2022 Q4	$194K	Hold	1,372	–	–	0.1%	125
2022 Q3	$175K	Hold	1,372	–	–	0.09%	122
2022 Q2	$184K	Sell	1,372 -4,665	-77%	-$683K	0.09%	123
2022 Q1	$952K	Sell	6,037 -21,093	-78%	-$3.29M	0.44%	58
2021 Q4	$4.42M	Buy	27,130 +1,150	+4%	+$182K	1.9%	15
2021 Q3	$3.89M	Buy	25,980 +14	+0.1%	+$2.14K	1.79%	19
2021 Q2	$3.91M	Sell	25,966 -1,207	-4%	-$180K	1.8%	18
2021 Q1	$3.85M	Buy	27,173 +2,306	+9%	+$311K	1.89%	17
2020 Q4	$3.17M	Buy	24,867 +4,280	+21%	+$509K	1.64%	19
2020 Q3	$2.23M	Buy	+20,587	New	+$2.22M	1.34%	26

Other funds holding RSP