Berger Financial Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$474K Sell
2,610
-20
-0.8% -$3.64K 0.03% 269
2025
Q1
$456K Sell
2,630
-81
-3% -$14K 0.03% 271
2024
Q4
$475K Sell
2,711
-682
-20% -$120K 0.03% 258
2024
Q3
$608K Sell
3,393
-65
-2% -$11.6K 0.04% 212
2024
Q2
$568K Sell
3,458
-383
-10% -$62.9K 0.05% 196
2024
Q1
$651K Buy
3,841
+14
+0.4% +$2.37K 0.05% 179
2023
Q4
$604K Sell
3,827
-125
-3% -$19.7K 0.06% 150
2023
Q3
$560K Buy
+3,952
New +$560K 0.06% 148