SWA

Strategies 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	$284K	Buy	+1,563	New	+$284K	0.03%	144
2024 Q2	–	Sell	-3,120	Closed	-$528K	–	100
2024 Q1	$528K	Buy	3,120 +21	+0.7%	+$3.56K	0.08%	60
2023 Q4	$489K	Buy	+3,099	New	+$489K	0.08%	58