Peak Financial Management’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	$15.8M	Buy	87,106 +4,195	+5%	+$762K	4.5%	5
2025 Q1	$14.4M	Buy	82,911 +7,195	+10%	+$1.25M	4.3%	5
2024 Q4	$13.3M	Buy	75,716 +3,338	+5%	+$585K	3.97%	5
2024 Q3	$13M	Buy	+72,378	New	+$13M	3.81%	5