CWM
Calamos Wealth Management’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 | $4.92M | Buy |
27,092
+25,486
| +1,587% | +$4.63M | 0.21% | 81 |
|
|
2025
Q1 | $278K | Buy |
1,606
+206
| +15% | +$35.7K | 0.01% | 264 |
|
|
2024
Q4 | $245K | Hold |
1,400
| – | – | 0.01% | 268 |
|
|
2024
Q3 | $251K | Hold |
1,400
| – | – | 0.01% | 273 |
|
|
2024
Q2 | $230K | Hold |
1,400
| – | – | 0.01% | 266 |
|
|
2024
Q1 | $237K | Sell |
1,400
-645
| -32% | -$109K | 0.01% | 265 |
|
|
2023
Q4 | $323K | Hold |
2,045
| – | – | 0.02% | 232 |
|
|
2023
Q3 | $290K | Hold |
2,045
| – | – | 0.02% | 257 |
|
|
2023
Q2 | $306K | Buy |
+2,045
| New | +$306K | 0.02% | 254 |
|