SNWA
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Siligmueller & Norvid 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
$5.06M Sell
27,689
-906
-3% -$166K 1.97% 16
2025
Q1
$4.95M Buy
28,595
+7,149
+33% +$1.24M 2.1% 17
2024
Q4
$3.76M Buy
+21,446
New +$3.76M 1.6% 20