Congress Wealth Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$388K	Hold	9,508	–	–	﹤0.01%	1002
2025 Q1	$328K	Sell	9,508 -202	-2%	-$7.57K	﹤0.01%	920
2024 Q4	$363K	Buy	9,710 +3,280	+51%	+$125K	0.01%	721
2024 Q3	$242K	Hold	6,430	–	–	﹤0.01%	781
2024 Q2	$236K	Buy	6,430 +380	+6%	+$13.2K	﹤0.01%	664
2024 Q1	$213K	Sell	6,050 -3,280	-35%	-$111K	﹤0.01%	567
2023 Q4	$305K	Buy	+9,330	New	+$274K	0.01%	528
2023 Q3	–	Sell	-7,350	Closed	-$216K	–	620
2023 Q2	$216K	Hold	7,350	–	–	0.01%	528
2023 Q1	$203K	Buy	+7,350	New	+$194K	﹤0.01%	540
2022 Q4	–	Sell	-9,770	Closed	-$221K	–	577
2022 Q3	$221K	Buy	9,770 +530	+6%	+$13.5K	0.01%	512
2022 Q2	$218K	Buy	9,240 +1,060	+13%	+$27.4K	0.01%	523
2022 Q1	$236K	Buy	+8,180	New	+$237K	0.01%	557