JWM
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JFG Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

JFG Wealth Management’s Portfolio RSP Stock Details RSP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,508
Closed -$264K – 93
2024
Q4 		$264K Sell
1,508
-136
-8% -$23.8K 0.06% 84
2024
Q3 		$295K Buy
+1,644
New +$295K 0.08% 63