Forvis Mazars 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 | $17.6M | Sell |
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|
2025
Q1 | $18.4M | Sell |
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|
2024
Q4 | $20M | Sell |
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|
2024
Q3 | $23.5M | Sell |
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|
2024
Q2 | $24.2M | Sell |
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|
2024
Q1 | $26.3M | Sell |
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|
2023
Q4 | $42.5M | Buy |
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|
2023
Q3 | $35.8M | Buy |
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|
2023
Q2 | $15.4M | Buy |
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|
2023
Q1 | $264K | Buy |
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|
2022
Q4 | $230K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $201K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $213K | Buy |
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