Root Financial Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Root Financial Partners’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.1M	Buy
2025 Q2	$1.78M	Buy
2025 Q1	$1.69M	Sell
2024 Q4	$1.73M	Buy
2024 Q3	$1.66M	Sell
2024 Q2	$1.55M	Sell
2024 Q1	$1.62M	Buy
2023 Q4	$1.24M	Buy