Cascade Wealth Advisors’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Cascade Wealth Advisors’s Portfolio RSPF Stock Details RSPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$835K	Hold
2024 Q4	$890K	Hold
2024 Q3	$849K	Hold
2024 Q2	$799K	Hold
2024 Q1	$741K	Buy