Jacksonville Wealth Management’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
$9.63M Buy
53,004
+5,509
+12% +$1M 7.74% 4
2025
Q1
$8.23M Buy
47,495
+1,312
+3% +$227K 8.1% 3
2024
Q4
$8.09M Buy
+46,183
New +$8.09M 7.55% 4