SWA
Sax Wealth Advisors’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
31,201
+4,992
| +19% | +$204K | 0.08% | 148 |
|
|
2025
Q1 | $896K | Buy |
26,209
+3,574
| +16% | +$122K | 0.06% | 153 |
|
|
2024
Q4 | $847K | Buy |
22,635
+11,770
| +108% | +$440K | 0.07% | 136 |
|
|
2024
Q3 | $410K | Buy |
10,865
+3,867
| +55% | +$146K | 0.04% | 177 |
|
|
2024
Q2 | $257K | Buy |
+6,998
| New | +$257K | 0.02% | 229 |
|