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Heritage Wealth Management (Ohio)’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio RSP Stock Details RSP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.47M Buy
8,078
+2,006
+33% +$365K 0.48% 54
2025
Q1 		$1.05M Buy
6,072
+662
+12% +$115K 0.36% 74
2024
Q4 		$948K Buy
5,410
+3,788
+234% +$664K 0.32% 81
2024
Q3 		$291K Buy
+1,622
New +$291K 0.1% 187