Congress Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $130M | Buy |
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|
2025
Q1 | $118M | Buy |
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|
2024
Q4 | $118M | Buy |
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|
2024
Q3 | $120M | Buy |
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|
2024
Q2 | $685K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $201K | Hold |
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|
2023
Q2 | $213K | Hold |
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|
2023
Q1 | $206K | Sell |
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|
2022
Q4 | $244K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $218K | Sell |
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|
2021
Q4 | $312K | Buy |
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