Sard Wealth Management Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Sard Wealth Management Group’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	$16.9M	Buy
2025 Q2	$16M	Buy
2025 Q1	$15M	Buy
2024 Q4	$14.9M	Sell
2024 Q3	$15.2M	Buy
2024 Q2	$13.8M	Buy
2024 Q1	$4.53M	Buy
2023 Q4	$3.26M	Buy