Sherrill & Hutchins Financial Advisory’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$557K Hold
3,066
0.43% 9
2025
Q1
$531K Buy
3,066
+14
+0.5% +$2.43K 0.45% 8
2024
Q4
$535K Sell
3,052
-7
-0.2% -$1.23K 0.47% 9
2024
Q3
$548K Buy
3,059
+12
+0.4% +$2.15K 0.47% 8
2024
Q2
$501K Buy
+3,047
New +$501K 0.45% 9