Roth Financial Partners’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
Q3
$20.7M Buy
2025
Q2
$18M Buy
2025
Q1
$17.1M Buy
2024
Q4
$17.1M Sell
2024
Q3
$17.7M Buy
2024
Q2
$15.8M Sell
2024
Q1
$16.5M Buy
2023
Q4
$13.8M Buy
2023
Q3
$11.8M Buy
2023
Q2
$12.5M Buy
2023
Q1
$11.8M Buy
2022
Q4
$11.3M Buy
2022
Q3
$9.78M Buy
2022
Q2
$8.93M Buy
2022
Q1
$9.94M Buy
2021
Q4
$10.1M Buy
2021
Q3
$8.78M Buy
2021
Q2
$8.72M Buy
2021
Q1
$7.85M Buy
2020
Q4
$4.55M Buy