EP Wealth Advisors’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 | $544K | Sell |
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2025
Q1 | $470K | Sell |
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|
2024
Q4 | $594K | Sell |
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|
2024
Q3 | $657K | Sell |
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|
2024
Q2 | $18.3M | Buy |
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|
2024
Q1 | $16.6M | Buy |
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|
2023
Q4 | $1.59M | Sell |
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|
2023
Q3 | $1.52M | Sell |
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|
2023
Q2 | $1.6M | Buy |
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|
2023
Q1 | $318K | Buy |
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|
2022
Q4 | $197K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $177K | Sell |
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|
2022
Q1 | $242K | Buy |
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