Safeguard Financial’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 Q1	$227K	Sell	1,312 -277	-17%	-$48K	0.05%	97
2024 Q4	$279K	Buy	1,589 +1	+0.1%	+$175	0.06%	93
2024 Q3	$285K	Buy	+1,588	New	+$285K	0.07%	94
2023 Q3	–	Sell	-259	Closed	-$38K	–	448
2023 Q2	$38K	Buy	+259	New	+$38K	0.02%	185