SWA
RSP icon

Serenus Wealth 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
$762K Sell
4,194
-1,075
-20% -$195K 0.13% 32
2025
Q1
$913K Buy
5,269
+2,383
+83% +$413K 0.15% 24
2024
Q4
$506K Buy
+2,886
New +$506K 0.09% 35