CWM
ClientFirst 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 | $926K | Hold |
5,096
| – | – | 0.95% | 14 |
|
|
2025
Q1 | $883K | Hold |
5,096
| – | – | 1% | 14 |
|
|
2024
Q4 | $893K | Buy |
+5,096
| New | +$893K | 0.9% | 14 |
|
|
2023
Q3 | $906K | Buy |
6,432
+4,982
| +344% | +$702K | 1.1% | 14 |
|
|
2023
Q2 | $220K | Buy |
+1,450
| New | +$220K | 0.26% | 27 |
|