Klingman & Associates’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Klingman & Associates’s Portfolio RSP Stock Details RSP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.58M	Sell
2025 Q2	$2.58M	Sell
2025 Q1	$2.5M	Sell
2024 Q4	$2.57M	Sell
2024 Q3	$2.75M	Hold
2024 Q2	$2.52M	Sell
2024 Q1	$2.73M	Buy
2023 Q4	$2.53M	Buy
2023 Q3	$2.18M	Buy
2023 Q2	$2.18M	Buy
2023 Q1	$2.08M	Hold
2022 Q4	$2.03M	Hold
2022 Q3	$1.83M	Hold
2022 Q2	$1.93M	Sell
2022 Q1	$2.29M	Hold
2021 Q4	$2.36M	Hold
2021 Q3	$2.17M	Sell
2021 Q2	$2.49M	Buy
2021 Q1	$2.08M	Hold
2020 Q4	$1.87M	Buy
2020 Q3	$622K	Hold
2020 Q2	$585K	Sell
2020 Q1	$819K	Buy
2019 Q4	$665K	Hold
2019 Q3	$621K	Hold
2019 Q2	$620K	Sell
2019 Q1	$642K	Hold
2018 Q4	$562K	Sell
2018 Q3	$700K	Hold
2018 Q2	$667K	Hold
2018 Q1	$652K	Hold
2017 Q4	$662K	Hold
2017 Q3	$626K	Sell
2017 Q2	$617K	Hold
2017 Q1	$604K	Hold
2016 Q4	$576K	Hold
2016 Q3	$556K	Hold
2016 Q2	$534K	Hold
2016 Q1	$522K	Hold
2015 Q4	$510K	Hold
2015 Q3	$489K	Hold
2015 Q2	$531K	Sell
2015 Q1	$543K	Sell
2014 Q4	$559K	Buy