AF
Apexium Financial’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.38M | Buy |
18,588
+219
| +1% | +$39.8K | 0.18% | 65 |
|
2025
Q1 | $3.18M | Buy |
18,369
+1,220
| +7% | +$211K | 0.19% | 58 |
|
2024
Q4 | $3.01M | Buy |
17,149
+2,210
| +15% | +$387K | 0.18% | 59 |
|
2024
Q3 | $2.68M | Hold |
14,939
| – | – | 0.18% | 53 |
|
2024
Q2 | $2.45M | Sell |
14,939
-138
| -0.9% | -$22.7K | 0.18% | 51 |
|
2024
Q1 | $2.55M | Buy |
15,077
+169
| +1% | +$28.6K | 0.19% | 50 |
|
2023
Q4 | $2.35M | Buy |
14,908
+7,864
| +112% | +$1.24M | 0.17% | 65 |
|
2023
Q3 | $998K | Buy |
7,044
+1,891
| +37% | +$268K | 0.1% | 85 |
|
2023
Q2 | $771K | Buy |
+5,153
| New | +$771K | 0.07% | 103 |
|