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Beta Wealth Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Beta Wealth Group’s Portfolio RSP Stock Details RSP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,511
Closed -$440K – 120
2024
Q4 		$440K Buy
2,511
+150
+6% +$26.3K 0.19% 82
2024
Q3 		$423K Buy
+2,361
New +$423K 0.19% 81