Montis Financial’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 | $17.6M | Buy |
96,749
+16,026
| +20% | +$2.91M | 4.89% | 6 |
|
|
2025
Q1 | $14M | Buy |
80,723
+10,571
| +15% | +$1.83M | 4.11% | 7 |
|
|
2024
Q4 | $12.3M | Buy |
70,152
+14,378
| +26% | +$2.52M | 3.8% | 7 |
|
|
2024
Q3 | $9.99M | Buy |
55,774
+21,202
| +61% | +$3.8M | 3.55% | 7 |
|
|
2024
Q2 | $5.68M | Buy |
34,572
+25,849
| +296% | +$4.25M | 2.6% | 9 |
|
|
2024
Q1 | $1.48M | Buy |
8,723
+5,962
| +216% | +$1.01M | 0.7% | 20 |
|
|
2023
Q4 | $436K | Buy |
+2,761
| New | +$436K | 0.26% | 43 |
|