IMA Advisory Services’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Hold |
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|
2025
Q1 | $289K | Hold |
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|
2024
Q4 | $288K | Hold |
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|
2024
Q3 | $275K | Hold |
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|
2024
Q2 | $244K | Hold |
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|
2024
Q1 | $256K | Hold |
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|
2023
Q4 | $234K | Hold |
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|
2023
Q3 | $202K | Hold |
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|
2023
Q2 | $204K | Sell |
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|
2023
Q1 | $274K | Sell |
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|
2022
Q4 | $317K | Sell |
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|
2022
Q3 | $331K | Sell |
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|
2022
Q2 | $378K | Sell |
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|
2022
Q1 | $472K | Sell |
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|
2021
Q4 | $483K | Sell |
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|
2021
Q3 | $463K | Hold |
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|
2021
Q2 | $451K | Sell |
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|
2021
Q1 | $429K | Sell |
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|
2020
Q4 | $370K | Sell |
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|
2020
Q3 | $374K | Sell |
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|
2020
Q2 | $386K | Sell |
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|
2020
Q1 | $922K | Sell |
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|
2019
Q4 | $1.41M | Sell |
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|
2019
Q3 | $1.37M | Sell |
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|
2019
Q2 | $1.4M | Sell |
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|
2019
Q1 | $1.43M | Buy |
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|
2018
Q4 | $1.23M | Sell |
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|
2018
Q3 | $1.63M | Sell |
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|
2018
Q2 | $1.62M | Buy |
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|
2018
Q1 | $899K | Buy |
|