HT Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

HT Partners’s Portfolio RSP Stock Details RSP Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.49M	Buy	35,721 +32,798	+1,122%	+$5.96M	1.98%	7
2025 Q1	$506K	Buy	2,923 +565	+24%	+$97.9K	0.17%	31
2024 Q4	$413K	Buy	2,358 +15	+0.6%	+$2.63K	0.14%	34
2024 Q3	$420K	Buy	2,343 +6	+0.3%	+$1.08K	0.15%	32
2024 Q2	$384K	Hold	2,337	–	–	0.14%	33
2024 Q1	$396K	Buy	2,337 +12	+0.5%	+$2.03K	0.14%	34
2023 Q4	$367K	Hold	2,325	–	–	0.15%	34
2023 Q3	$329K	Buy	2,325 +10	+0.4%	+$1.42K	0.1%	35
2023 Q2	$346K	Hold	2,315	–	–	0.1%	37
2023 Q1	$335K	Sell	2,315 -34	-1%	-$4.92K	0.1%	36
2022 Q4	$332K	Hold	2,349	–	–	0.11%	33
2022 Q3	$299K	Hold	2,349	–	–	0.13%	33
2022 Q2	$315K	Sell	2,349 -2,431	-51%	-$326K	0.13%	33
2022 Q1	$754K	Hold	4,780	–	–	0.23%	27
2021 Q4	$778K	Buy	4,780 +2,412	+102%	+$393K	0.23%	27
2021 Q3	$355K	Hold	2,368	–	–	0.11%	33
2021 Q2	$357K	Buy	2,368 +14	+0.6%	+$2.11K	0.11%	32
2021 Q1	$333K	Sell	2,354 -9	-0.4%	-$1.27K	0.11%	33
2020 Q4	$301K	Sell	2,363 -3	-0.1%	-$382	0.1%	35
2020 Q3	$256K	Hold	2,366	–	–	0.1%	31
2020 Q2	$241K	Buy	+2,366	New	+$241K	0.1%	29
2020 Q1	–	Sell	-2,327	Closed	-$269K	–	32
2019 Q4	$269K	Hold	2,327	–	–	0.11%	26
2019 Q3	$252K	Hold	2,327	–	–	0.11%	26
2019 Q2	$251K	Sell	2,327 -24	-1%	-$2.59K	0.11%	25
2019 Q1	$246K	Buy	2,351 +17	+0.7%	+$1.78K	0.11%	25
2018 Q4	$213K	Hold	2,334	–	–	0.1%	27
2018 Q3	$250K	Buy	2,334 +22	+1%	+$2.36K	0.1%	22
2018 Q2	$237K	Hold	2,312	–	–	0.1%	21
2018 Q1	$230K	Hold	2,312	–	–	0.09%	20
2017 Q4	$235K	Sell	2,312 -185	-7%	-$18.8K	0.1%	19
2017 Q3	$239K	Buy	2,497 +223	+10%	+$21.3K	0.11%	19
2017 Q2	$211K	Hold	2,274	–	–	0.1%	19
2017 Q1	$207K	Buy	+2,274	New	+$207K	0.1%	20
2016 Q1	–	Sell	-102,795	Closed	-$7.71M	–	33
2015 Q4	$7.71M	Buy	102,795 +95,604	+1,329%	+$7.17M	4.99%	4
2015 Q3	$525K	Sell	7,191 -36,913	-84%	-$2.69M	0.35%	19
2015 Q2	$3.53M	Sell	44,104 -314	-0.7%	-$25.1K	1.93%	13
2015 Q1	$3.59M	Buy	+44,418	New	+$3.59M	1.94%	18