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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$116K	Buy	3,832 +7	+0.2%	+$224	0.02%	254
2025 Q4	$122K	Buy	3,825 +6	+0.2%	+$186	0.02%	261
2025 Q3	$112K	Sell	3,819 -736	-16%	-$21.3K	0.02%	276
2025 Q2	$133K	Buy	4,555 +9	+0.2%	+$256	0.03%	248
2025 Q1	$135K	Buy	4,546 +8	+0.2%	+$243	0.03%	228
2024 Q4	$133K	Buy	4,538 +9	+0.2%	+$277	0.02%	222
2024 Q3	$146K	Buy	4,529 +7	+0.2%	+$219	0.03%	214
2024 Q2	$136K	Buy	4,522 +8	+0.2%	+$243	0.03%	214
2024 Q1	$144K	Buy	4,514 +7	+0.2%	+$215	0.03%	211
2023 Q4	$134K	Sell	4,507 -460	-9%	-$12.6K	0.03%	208
2023 Q3	$136K	Buy	4,967 +7	+0.1%	+$204	0.03%	200
2023 Q2	$148K	Buy	4,960 +10	+0.2%	+$293	0.03%	191
2023 Q1	$144K	Hold	4,950	–	–	0.04%	188
2022 Q4	$143K	Buy	4,950 +10	+0.2%	+$279	0.04%	187
2022 Q3	$124K	Buy	4,940 +20	+0.4%	+$548	0.04%	183
2022 Q2	$131K	Buy	4,920 +1,100	+29%	+$31.2K	0.04%	181
2022 Q1	$117K	Buy	+3,820	New	+$114K	0.03%	216