SOA Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$57.5K Hold
2025
Q2
$55.1K Hold
2025
Q1
$52.5K Hold
2024
Q4
$53.1K Hold
2024
Q3
$54.3K Hold
2024
Q2
$49.8K Hold
2024
Q1
$51.3K Hold
2023
Q4
$47.8K Buy
2023
Q3
$28.3K Sell
2023
Q2
$30.2K Sell
2023
Q1
$36.2K Hold
2022
Q4
$35.3K Hold
2022
Q3
$31K Buy