JGCM
Joseph Group Capital Management’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.84M | Buy |
103,052
+425
| +0.4% | +$32.3K | 2.63% | 9 |
|
|
2025
Q1 | $7.44M | Sell |
102,627
-161
| -0.2% | -$11.7K | 2.84% | 8 |
|
|
2024
Q4 | $7.44M | Sell |
102,788
-3,299
| -3% | -$239K | 2.93% | 8 |
|
|
2024
Q3 | $7.32M | Buy |
106,087
+3,469
| +3% | +$239K | 2.8% | 9 |
|
|
2024
Q2 | $6.29M | Buy |
102,618
+378
| +0.4% | +$23.2K | 3.27% | 8 |
|
|
2024
Q1 | $6.57M | Buy |
+102,240
| New | +$6.57M | 3.29% | 8 |
|