EWA
EP Wealth Advisors’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Sell |
13,349
-381
| -3% | -$15.5K | ﹤0.01% | 751 |
|
|
2025
Q1 | $470K | Sell |
13,730
-2,139
| -13% | -$73.2K | ﹤0.01% | 733 |
|
|
2024
Q4 | $594K | Sell |
15,869
-1,554
| -9% | -$58.2K | ﹤0.01% | 643 |
|
|
2024
Q3 | $657K | Sell |
17,423
-481,035
| -97% | -$18.1M | 0.01% | 608 |
|
|
2024
Q2 | $18.3M | Buy |
498,458
+26,024
| +6% | +$954K | 0.19% | 93 |
|
|
2024
Q1 | $16.6M | Buy |
472,434
+423,620
| +868% | +$14.9M | 0.19% | 90 |
|
|
2023
Q4 | $1.59M | Sell |
48,814
-5,267
| -10% | -$172K | 0.02% | 293 |
|
|
2023
Q3 | $1.52M | Buy |
54,081
+43,971
| +435% | +$1.24M | 0.02% | 269 |
|
|
2023
Q2 | $1.6M | Buy |
10,110
+9,020
| +828% | +$1.43M | 0.02% | 276 |
|
|
2023
Q1 | $318K | Buy |
1,090
+278
| +34% | +$81.1K | 0.01% | 477 |
|
|
2022
Q4 | $197K | Buy |
+812
| New | +$197K | ﹤0.01% | 555 |
|
|
2022
Q3 | – | Sell |
-750
| Closed | -$177K | – | 568 |
|
|
2022
Q2 | $177K | Sell |
750
-86
| -10% | -$20.3K | ﹤0.01% | 594 |
|
|
2022
Q1 | $242K | Buy |
+836
| New | +$242K | 0.01% | 529 |
|