AWP
Ascent Wealth Partners’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 | $17.4M | Buy |
95,662
+2,901
| +3% | +$527K | 2.15% | 6 |
|
|
2025
Q1 | $16.1M | Buy |
92,761
+3,528
| +4% | +$611K | 2.16% | 8 |
|
|
2024
Q4 | $15.6M | Buy |
89,233
+5,523
| +7% | +$968K | 2.11% | 8 |
|
|
2024
Q3 | $15M | Buy |
83,710
+2,774
| +3% | +$497K | 2.09% | 8 |
|
|
2024
Q2 | $13.3M | Buy |
80,936
+1,866
| +2% | +$307K | 1.95% | 8 |
|
|
2024
Q1 | $13.4M | Buy |
79,070
+16,607
| +27% | +$2.81M | 1.99% | 8 |
|
|
2023
Q4 | $9.86M | Buy |
+62,463
| New | +$9.86M | 1.61% | 12 |
|