Appleton Partners’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
2025
Q2
$280K Sell
2025
Q1
$272K Hold
2024
Q4
$275K Sell
2024
Q3
$297K Hold
2024
Q2
$273K Hold
2024
Q1
$281K Sell
2023
Q4
$308K Hold
2023
Q3
$277K Buy
2023
Q2
$274K Buy
2022
Q2
Sell
2022
Q1
$201K Buy