CIAS
CBIZ Investment Advisory Services’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 | $48.4M | Sell |
266,397
-122
| -0% | -$22.2K | 2.14% | 7 |
|
2025
Q1 | $46.2M | Sell |
266,519
-95
| -0% | -$16.5K | 2.26% | 7 |
|
2024
Q4 | $46.7M | Sell |
266,614
-197
| -0.1% | -$34.5K | 2.33% | 7 |
|
2024
Q3 | $47.8M | Buy |
266,811
+1,206
| +0.5% | +$216K | 2.48% | 7 |
|
2024
Q2 | $43.6M | Buy |
265,605
+124,606
| +88% | +$20.5M | 2.45% | 7 |
|
2024
Q1 | $23.9M | Buy |
140,999
+225
| +0.2% | +$38.1K | 1.66% | 9 |
|
2023
Q4 | $22.2M | Buy |
+140,774
| New | +$22.2M | 1.69% | 10 |
|