PFA
Pinnacle Family Advisors’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 | $1.53M | Buy |
+8,466
| New | +$1.53M | 0.75% | 29 |
|
|
2023
Q2 | – | Sell |
-3,238
| Closed | -$468K | – | 116 |
|
|
2023
Q1 | $468K | Buy |
+3,238
| New | +$468K | 0.29% | 63 |
|
|
2022
Q3 | – | Sell |
-3,324
| Closed | -$446K | – | 87 |
|
|
2022
Q2 | $446K | Buy |
+3,324
| New | +$446K | 0.36% | 56 |
|
|
2020
Q2 | – | Sell |
-4,300
| Closed | -$361K | – | 89 |
|
|
2020
Q1 | $361K | Sell |
4,300
-23,520
| -85% | -$1.97M | 0.43% | 40 |
|
|
2019
Q4 | $3.22M | Buy |
27,820
+9,392
| +51% | +$1.09M | 2.9% | 11 |
|
|
2019
Q3 | $1.99M | Sell |
18,428
-1,474
| -7% | -$159K | 1.76% | 11 |
|
|
2019
Q2 | $2.15M | Buy |
19,902
+2,069
| +12% | +$223K | 1.78% | 14 |
|
|
2019
Q1 | $1.86M | Buy |
17,833
+6,925
| +63% | +$723K | 1.66% | 17 |
|
|
2018
Q4 | $997K | Buy |
+10,908
| New | +$997K | 0.67% | 33 |
|