Axxcess Wealth Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $613K | Buy |
15,038
+19
| +0.1% | +$775 | 0.01% | 538 |
|
|
2025
Q1 | $514K | Buy |
15,019
+19
| +0.1% | +$650 | 0.01% | 544 |
|
|
2024
Q4 | $561K | Hold |
15,000
| – | – | 0.01% | 522 |
|
|
2024
Q3 | $566K | Hold |
15,000
| – | – | 0.01% | 520 |
|
|
2024
Q2 | $550K | Hold |
15,000
| – | – | 0.01% | 504 |
|
|
2024
Q1 | $528K | Buy |
+15,000
| New | +$528K | 0.01% | 518 |
|
|
2023
Q2 | – | Sell |
-11,170
| Closed | -$308K | – | 669 |
|
|
2023
Q1 | $308K | Buy |
11,170
+70
| +0.6% | +$1.93K | 0.02% | 468 |
|
|
2022
Q4 | $270K | Buy |
11,100
+10
| +0.1% | +$243 | 0.02% | 473 |
|
|
2022
Q3 | $251K | Sell |
11,090
-4,130
| -27% | -$93.5K | 0.02% | 442 |
|
|
2022
Q2 | $360K | Buy |
+15,220
| New | +$360K | 0.03% | 361 |
|