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Marshall & Sterling Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio RSP Stock Details RSP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$7.52M Buy
41,492
+1,015
+3% +$184K 5.09% 4
2025
Q1 		$7.01M Buy
40,477
+1,297
+3% +$225K 4.77% 4
2024
Q4 		$6.87M Buy
+39,180
New +$6.87M 4.74% 5