Exencial Wealth Advisors’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
Q2 | $53.5M | Buy |
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|
2025
Q1 | $41.2M | Sell |
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|
2024
Q4 | $57.6M | Buy |
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|
2024
Q3 | $36.4M | Buy |
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|
2024
Q2 | $32.7M | Buy |
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|
2024
Q1 | $30.2M | Buy |
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|
2023
Q4 | $28.1M | Buy |
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|
2023
Q3 | $22.8M | Buy |
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|
2023
Q2 | $23.9M | Buy |
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|
2023
Q1 | $21.9M | Buy |
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|
2022
Q4 | $20.8M | Sell |
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|
2022
Q3 | $18.9M | Buy |
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|
2022
Q2 | $19.5M | Buy |
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|
2022
Q1 | $21.5M | Buy |
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|
2021
Q4 | $18.7M | Sell |
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|
2021
Q3 | $26.1M | Buy |
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|
2021
Q2 | $16M | Buy |
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|
2021
Q1 | $15M | Buy |
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|
2020
Q4 | $13.1M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $6.62M | Buy |
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|
2019
Q4 | $6.27M | Buy |
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