Oxford Financial Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$344K Hold
2025
Q1
$328K Hold
2024
Q4
$331K Hold
2024
Q3
$339K Hold
2024
Q2
$311K Buy
2023
Q3
Sell
2023
Q2
$18.3K Sell
2023
Q1
$81.1K Buy
2022
Q4
$17.2K Buy
2022
Q1
Sell
2021
Q4
$247K Buy
2020
Q2
Sell
2020
Q1
$146K Buy