O3W
Omni 360 Wealth’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 | $1.79M | Buy |
9,829
+79
| +0.8% | +$14.4K | 0.88% | 25 |
|
2025
Q1 | $1.69M | Buy |
9,750
+915
| +10% | +$159K | 0.99% | 27 |
|
2024
Q4 | $1.55M | Buy |
8,835
+1,918
| +28% | +$336K | 0.97% | 28 |
|
2024
Q3 | $1.24M | Buy |
6,917
+1,320
| +24% | +$236K | 0.81% | 31 |
|
2024
Q2 | $919K | Buy |
5,597
+739
| +15% | +$121K | 0.68% | 40 |
|
2024
Q1 | $823K | Buy |
+4,858
| New | +$823K | 0.67% | 40 |
|