CWM
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Centricity 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
$1.84M Buy
10,120
+3,142
+45% +$571K 1.47% 19
2025
Q1
$1.21M Buy
6,978
+2,490
+55% +$431K 1.1% 19
2024
Q4
$786K Buy
+4,488
New +$786K 0.73% 29