Cyndeo Wealth Partners’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
Q3
$399K Hold
2025
Q2
$382K Hold
2025
Q1
$364K Hold
2024
Q4
$369K Hold
2024
Q3
$377K Buy
2024
Q2
$227K Hold
2024
Q1
$234K Hold
2023
Q4
$218K Buy
2023
Q3
Sell
2023
Q2
$207K Buy