Cascade Financial Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Cascade Financial Partners’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.06M	Buy
2025 Q2	$959K	Buy
2025 Q1	$894K	Buy
2024 Q4	$802K	Hold
2024 Q3	$821K	Hold
2024 Q2	$752K	Hold
2024 Q1	$741K	Buy