Global Retirement Partners’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.53M	Buy	27,024 +967	+4%	+$54.1K	0.03%	521
2025 Q3	$1.46M	Buy	26,057 +751	+3%	+$41.6K	0.03%	431
2025 Q2	$1.35M	Buy	+25,306	New	+$1.27M	0.03%	418
2024 Q4	$1.15M	Buy	22,974 +7,721	+51%	+$405K	0.03%	415
2024 Q3	$781K	Buy	15,253 +3,217	+27%	+$154K	0.02%	502
2024 Q2	$547K	Buy	12,036 +255	+2%	+$11.8K	0.02%	585
2024 Q1	$562K	Buy	11,781 +6,018	+104%	+$268K	0.02%	507
2023 Q4	$242K	Buy	+5,763	New	+$228K	0.01%	683
2020 Q3	–	Sell	-315	Closed	-$8K	–	1704
2020 Q2	$8K	Sell	315 -345	-52%	-$7.65K	﹤0.01%	1178
2020 Q1	$13K	Hold	660	–	–	﹤0.01%	958
2019 Q4	$18K	Hold	660	–	–	﹤0.01%	980
2019 Q3	$17K	Buy	660 +315	+91%	+$7.85K	﹤0.01%	967
2019 Q2	$9K	Sell	345 -195	-36%	-$4.79K	﹤0.01%	1150
2019 Q1	$13K	Sell	540 -85	-14%	-$1.97K	﹤0.01%	985
2018 Q4	$13K	Sell	625 -1,465	-70%	-$33.2K	﹤0.01%	894
2018 Q3	$53K	Hold	2,090	–	–	0.01%	548
2018 Q2	$48K	Sell	2,090 -1,000	-32%	-$23.6K	0.01%	553
2018 Q1	$74K	Buy	3,090 +160	+5%	+$3.92K	0.02%	435
2017 Q4	$71K	Buy	2,930 +1,130	+63%	+$26.1K	0.02%	425
2017 Q3	$40K	Buy	1,800 +345	+24%	+$7.48K	0.02%	482
2017 Q2	$31K	Buy	+1,455	New	+$30.7K	0.01%	499