Bernardo Wealth Planning’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
$19.6M Buy
2025
Q1
$17.8M Buy
2024
Q4
$17.4M Buy
2024
Q3
$17.4M Buy
2024
Q2
$15.1M Buy
2024
Q1
$14.8M Buy
2023
Q4
$12.5M Buy
2023
Q3
$247K Buy
2023
Q2
Sell
2023
Q1
$214K Buy
2022
Q4
$205K Buy
2022
Q2
Sell
2022
Q1
$201K Hold
2021
Q4
$208K Buy