Lake Hills 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
$11.3M Buy
62,283
+6,773
+12% +$1.23M 6.48% 6
2025
Q1
$9.62M Buy
55,510
+27,314
+97% +$4.73M 6.64% 4
2024
Q4
$4.94M Buy
28,196
+1,789
+7% +$313K 3.37% 12
2024
Q3
$4.73M Sell
26,407
-785
-3% -$141K 3.17% 11
2024
Q2
$4.47M Buy
27,192
+7,784
+40% +$1.28M 3.21% 12
2024
Q1
$3.29M Buy
+19,408
New +$3.29M 2.96% 11