AWS
Atria Wealth Solutions’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 | $2.24M | Sell |
12,262
-74,401
| -86% | -$13.6M | 0.05% | 388 |
|
|
2025
Q1 | $15M | Buy |
86,663
+1,151
| +1% | +$199K | 0.18% | 123 |
|
|
2024
Q4 | $15M | Buy |
85,512
+1,942
| +2% | +$340K | 0.16% | 130 |
|
|
2024
Q3 | $15M | Sell |
83,570
-4,620
| -5% | -$828K | 0.16% | 130 |
|
|
2024
Q2 | $14.5M | Sell |
88,190
-20,020
| -19% | -$3.29M | 0.16% | 130 |
|
|
2024
Q1 | $18.3M | Buy |
108,210
+24,281
| +29% | +$4.11M | 0.21% | 101 |
|
|
2023
Q4 | $13.2M | Sell |
83,929
-4,058
| -5% | -$640K | 0.17% | 130 |
|
|
2023
Q3 | $12.5M | Buy |
87,987
+8,010
| +10% | +$1.13M | 0.17% | 127 |
|
|
2023
Q2 | $12M | Sell |
79,977
-6,411
| -7% | -$959K | 0.16% | 132 |
|
|
2023
Q1 | $12.5M | Buy |
86,388
+8,802
| +11% | +$1.27M | 0.18% | 121 |
|
|
2022
Q4 | $11M | Buy |
77,586
+848
| +1% | +$120K | 0.18% | 132 |
|
|
2022
Q3 | $9.77M | Sell |
76,738
-2,828
| -4% | -$360K | 0.17% | 127 |
|
|
2022
Q2 | $10.7M | Sell |
79,566
-723
| -0.9% | -$97K | 0.2% | 104 |
|
|
2022
Q1 | $12.7M | Buy |
+80,289
| New | +$12.7M | 0.21% | 102 |
|