Atria Wealth Solutions’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	$2.24M	Sell	12,262 -74,401	-86%	-$12.8M	0.05%	388
2025 Q1	$15M	Buy	86,663 +1,151	+1%	+$205K	0.18%	123
2024 Q4	$15M	Buy	85,512 +1,942	+2%	+$351K	0.16%	130
2024 Q3	$15M	Sell	83,570 -4,620	-5%	-$789K	0.16%	130
2024 Q2	$14.5M	Sell	88,190 -20,020	-19%	-$3.29M	0.16%	131
2024 Q1	$18.3M	Buy	108,210 +24,281	+29%	+$3.9M	0.21%	101
2023 Q4	$13.2M	Sell	83,929 -4,058	-5%	-$590K	0.17%	131
2023 Q3	$12.5M	Buy	87,987 +8,010	+10%	+$1.2M	0.17%	127
2023 Q2	$12M	Sell	79,977 -6,411	-7%	-$924K	0.16%	132
2023 Q1	$12.5M	Buy	86,388 +8,802	+11%	+$1.29M	0.19%	121
2022 Q4	$11M	Buy	77,586 +848	+1%	+$119K	0.18%	132
2022 Q3	$9.77M	Sell	76,738 -2,828	-4%	-$399K	0.17%	127
2022 Q2	$10.7M	Sell	79,566 -723	-0.9%	-$106K	0.21%	112
2022 Q1	$12.7M	Buy	+80,289	New	+$12.5M	0.21%	102