EFG
Ethos Financial Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Buy |
78,101
+8,792
| +13% | +$1.6M | 1.22% | 18 |
|
|
2025
Q1 | $12.1M | Hold |
69,309
| – | – | 1.16% | 19 |
|
|
2024
Q4 | $12.1M | Buy |
69,309
+40,400
| +140% | +$7.08M | 1.58% | 15 |
|
|
2024
Q3 | $5.18M | Buy |
28,909
+1,711
| +6% | +$307K | 0.85% | 34 |
|
|
2024
Q2 | $4.47M | Buy |
27,198
+2,482
| +10% | +$408K | 0.79% | 35 |
|
|
2024
Q1 | $4.24M | Buy |
24,716
+3,647
| +17% | +$626K | 0.8% | 37 |
|
|
2023
Q4 | $3.33M | Buy |
21,069
+3,538
| +20% | +$558K | 0.71% | 38 |
|
|
2023
Q3 | $2.48M | Buy |
17,531
+4,734
| +37% | +$671K | 0.64% | 42 |
|
|
2023
Q2 | $1.85M | Hold |
12,797
| – | – | 0.63% | 37 |
|
|
2023
Q1 | $1.85M | Buy |
12,797
+2,856
| +29% | +$413K | 0.58% | 39 |
|
|
2022
Q4 | $1.4M | Buy |
+9,941
| New | +$1.4M | 0.48% | 40 |
|