LGT Financial Advisors’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	–	Sell	-94	Closed	-$16.3K	–	625
2025 Q1	$16.3K	Buy	+94	New	+$16.3K	0.05%	162
2024 Q1	–	Sell	-278	Closed	-$43.9K	–	849
2023 Q4	$43.9K	Sell	278 -303	-52%	-$47.8K	0.05%	227
2023 Q3	$82.3K	Buy	+581	New	+$82.3K	0.1%	178