HWA
HHM Wealth Advisors’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $182K | Buy |
2,395
+250
| +12% | +$19K | 0.02% | 215 |
|
|
2025
Q1 | $156K | Hold |
2,145
| – | – | 0.02% | 218 |
|
|
2024
Q4 | $155K | Hold |
2,145
| – | – | 0.02% | 211 |
|
|
2024
Q3 | $148K | Hold |
2,145
| – | – | 0.02% | 212 |
|
|
2024
Q2 | $131K | Hold |
2,145
| – | – | 0.02% | 218 |
|
|
2024
Q1 | $138K | Hold |
2,145
| – | – | 0.02% | 181 |
|
|
2023
Q4 | $126K | Hold |
2,145
| – | – | 0.02% | 188 |
|
|
2023
Q3 | $109K | Hold |
2,145
| – | – | 0.02% | 193 |
|
|
2023
Q2 | $110K | Buy |
2,145
+345
| +19% | +$17.7K | 0.02% | 196 |
|
|
2023
Q1 | $90.8K | Hold |
1,800
| – | – | 0.02% | 210 |
|
|
2022
Q4 | $102K | Hold |
1,800
| – | – | 0.02% | 170 |
|
|
2022
Q3 | $92K | Hold |
1,800
| – | – | 0.02% | 172 |
|
|
2022
Q2 | $96K | Hold |
1,800
| – | – | 0.02% | 197 |
|
|
2022
Q1 | $115K | Hold |
1,800
| – | – | 0.03% | 205 |
|
|
2021
Q4 | $116K | Hold |
1,800
| – | – | 0.03% | 202 |
|
|
2021
Q3 | $110K | Hold |
1,800
| – | – | 0.03% | 196 |
|
|
2021
Q2 | $108K | Hold |
1,800
| – | – | 0.03% | 191 |
|
|
2021
Q1 | $100K | Hold |
1,800
| – | – | 0.03% | 186 |
|
|
2020
Q4 | $86K | Hold |
1,800
| – | – | 0.03% | 190 |
|
|
2020
Q3 | $69K | Hold |
1,800
| – | – | 0.03% | 193 |
|
|
2020
Q2 | $67K | Hold |
1,800
| – | – | 0.03% | 199 |
|
|
2020
Q1 | $57K | Buy |
+1,800
| New | +$57K | 0.03% | 192 |
|