KFA
Kapstone Financial Advisors’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $705K | Hold |
17,280
| – | – | 0.35% | 42 |
|
|
2025
Q1 | $591K | Hold |
17,280
| – | – | 0.33% | 49 |
|
|
2024
Q4 | $662K | Hold |
17,280
| – | – | 0.35% | 47 |
|
|
2024
Q3 | $653K | Hold |
17,280
| – | – | 0.4% | 48 |
|
|
2024
Q2 | $633K | Hold |
17,280
| – | – | 0.42% | 44 |
|
|
2024
Q1 | $608K | Hold |
17,280
| – | – | 0.41% | 48 |
|
|
2023
Q4 | $581K | Sell |
17,280
-1,420
| -8% | -$47.8K | 0.46% | 43 |
|
|
2023
Q3 | $526K | Hold |
18,700
| – | – | 0.47% | 45 |
|
|
2023
Q2 | $567K | Buy |
18,700
+16,830
| +900% | +$510K | 0.47% | 49 |
|
|
2023
Q1 | $508K | Hold |
1,870
| – | – | 0.46% | 48 |
|
|
2022
Q4 | $523K | Buy |
+1,870
| New | +$523K | 0.48% | 49 |
|