
Focus Partners Wealth’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 | $208M | Buy |
1,146,235
+111,688
| +11% | +$20.3M | 0.45% | 44 |
|
2025
Q1 | $179M | Sell |
1,034,547
-176,432
| -15% | -$30.6M | 0.45% | 46 |
|
2024
Q4 | $212M | Buy |
1,210,979
+490,071
| +68% | +$85.9M | 0.55% | 35 |
|
2024
Q3 | $129M | Sell |
720,908
-65,976
| -8% | -$11.8M | 0.41% | 50 |
|
2024
Q2 | $129M | Buy |
786,884
+478,039
| +155% | +$78.5M | 0.44% | 53 |
|
2024
Q1 | $52.3M | Buy |
308,845
+53,078
| +21% | +$8.99M | 0.42% | 54 |
|
2023
Q4 | $40.4M | Buy |
+255,767
| New | +$40.4M | 0.53% | 41 |
|