SAI
Savvy Advisors Inc’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 | $585K | Sell |
3,218
-238
| -7% | -$43.3K | 0.04% | 324 |
|
|
2025
Q1 | $599K | Buy |
3,456
+1,406
| +69% | +$244K | 0.06% | 260 |
|
|
2024
Q4 | $359K | Buy |
2,050
+250
| +14% | +$43.8K | 0.04% | 300 |
|
|
2024
Q3 | $322K | Buy |
1,800
+200
| +13% | +$35.8K | 0.07% | 248 |
|
|
2024
Q2 | $263K | Hold |
1,600
| – | – | 0.09% | 232 |
|
|
2024
Q1 | $271K | Sell |
1,600
-700
| -30% | -$119K | 0.16% | 178 |
|
|
2023
Q4 | $363K | Buy |
+2,300
| New | +$363K | 0.35% | 85 |
|