Investment Planning Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$709K Sell
3,901
-283
-7% -$51.4K 0.25% 38
2025
Q1
$725K Buy
4,184
+20
+0.5% +$3.47K 0.29% 40
2024
Q4
$730K Sell
4,164
-144
-3% -$25.2K 0.32% 37
2024
Q3
$708K Hold
4,308
0.36% 36
2024
Q2
$708K Buy
+4,308
New +$708K 0.36% 36