Founders Financial Alliance’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.76M Buy
15,190
+4,435
+41% +$806K 0.63% 36
2025
Q1
$1.86M Buy
10,755
+3,254
+43% +$564K 0.45% 48
2024
Q4
$1.31M Buy
7,501
+3,762
+101% +$659K 0.36% 60
2024
Q3
$670K Buy
3,739
+887
+31% +$159K 0.19% 112
2024
Q2
$469K Buy
2,852
+67
+2% +$11K 0.14% 144
2024
Q1
$472K Buy
2,785
+1,548
+125% +$262K 0.14% 148
2023
Q4
$195K Sell
1,237
-772
-38% -$122K 0.08% 246
2023
Q3
$285K Buy
2,009
+50
+3% +$7.09K 0.12% 179
2023
Q2
$293K Buy
1,959
+1,300
+197% +$195K 0.12% 193
2023
Q1
$95.3K Sell
659
-1,014
-61% -$147K 0.05% 259
2022
Q4
$236K Buy
1,673
+246
+17% +$34.7K 0.11% 196
2022
Q3
$182K Hold
1,427
0.09% 212
2022
Q2
$192K Buy
1,427
+100
+8% +$13.5K 0.1% 209
2022
Q1
$209K Sell
1,327
-191
-13% -$30.1K 0.09% 204
2021
Q4
$247K Hold
1,518
0.1% 215
2021
Q3
$228K Hold
1,518
0.11% 196
2021
Q2
$229K Buy
1,518
+1,300
+596% +$196K 0.1% 208
2021
Q1
$32K Hold
218
0.02% 360
2020
Q4
$27K Hold
218
0.02% 328
2020
Q3
$24K Buy
+218
New +$24K 0.01% 532