SIAP
Sterling Investment Advisors (Pennsylvania)’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 | $3.7M | Buy |
20,378
+373
| +2% | +$67.8K | 0.81% | 38 |
|
|
2025
Q1 | $3.47M | Buy |
20,005
+5,413
| +37% | +$938K | 0.83% | 36 |
|
|
2024
Q4 | $2.56M | Buy |
14,592
+1,321
| +10% | +$231K | 0.62% | 52 |
|
|
2024
Q3 | $2.38M | Buy |
13,271
+807
| +6% | +$145K | 0.6% | 54 |
|
|
2024
Q2 | $2.05M | Buy |
12,464
+3,210
| +35% | +$527K | 0.55% | 55 |
|
|
2024
Q1 | $1.57M | Buy |
9,254
+3,266
| +55% | +$553K | 0.44% | 63 |
|
|
2023
Q4 | $945K | Buy |
5,988
+525
| +10% | +$82.8K | 0.29% | 75 |
|
|
2023
Q3 | $774K | Buy |
5,463
+2,663
| +95% | +$377K | 0.27% | 81 |
|
|
2023
Q2 | $419K | Buy |
+2,800
| New | +$419K | 0.14% | 100 |
|
|
2022
Q2 | – | Sell |
-4
| Closed | -$1K | – | 613 |
|
|
2022
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 562 |
|
|
2021
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 549 |
|