SMA
Sage Mountain 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 | $550K | Buy |
3,027
+1,430
| +90% | +$260K | 0.04% | 226 |
|
|
2025
Q1 | $277K | Hold |
1,597
| – | – | 0.02% | 318 |
|
|
2024
Q4 | $280K | Hold |
1,597
| – | – | 0.02% | 307 |
|
|
2024
Q3 | $286K | Hold |
1,597
| – | – | 0.02% | 295 |
|
|
2024
Q2 | $262K | Buy |
1,597
+1,197
| +299% | +$197K | 0.02% | 285 |
|
|
2024
Q1 | $67.7K | Hold |
400
| – | – | 0.01% | 354 |
|
|
2023
Q4 | $63.1K | Hold |
400
| – | – | 0.01% | 302 |
|
|
2023
Q3 | $56.7K | Hold |
400
| – | – | 0.01% | 302 |
|
|
2023
Q2 | $59.9K | Sell |
400
-58
| -13% | -$8.68K | 0.01% | 295 |
|
|
2023
Q1 | $66.2K | Hold |
458
| – | – | 0.01% | 278 |
|
|
2022
Q4 | $64.7K | Hold |
458
| – | – | 0.01% | 215 |
|
|
2022
Q3 | $58K | Hold |
458
| – | – | 0.02% | 284 |
|
|
2022
Q2 | $61K | Hold |
458
| – | – | 0.01% | 531 |
|
|
2022
Q1 | $72K | Hold |
458
| – | – | 0.01% | 546 |
|
|
2021
Q4 | $75K | Hold |
458
| – | – | 0.01% | 599 |
|
|
2021
Q3 | $69K | Buy |
+458
| New | +$69K | 0.01% | 507 |
|