OWP
Obermeyer Wealth Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
6,119
+505
| +9% | +$91.8K | 0.06% | 99 |
|
|
2025
Q1 | $973K | Buy |
5,614
+22
| +0.4% | +$3.81K | 0.05% | 102 |
|
|
2024
Q4 | $980K | Buy |
5,592
+48
| +0.9% | +$8.41K | 0.05% | 101 |
|
|
2024
Q3 | $993K | Buy |
+5,544
| New | +$993K | 0.05% | 105 |
|
|
2013
Q3 | – | Sell |
-247
| Closed | -$15K | – | 230 |
|
|
2013
Q2 | $15K | Buy |
+247
| New | +$15K | ﹤0.01% | 228 |
|