United Advisor Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545K | Buy |
3,001
+1,490
| +99% | +$271K | 0.09% | 207 |
|
|
2025
Q1 | $262K | Sell |
1,511
-258
| -15% | -$44.7K | 0.05% | 295 |
|
|
2024
Q4 | $310K | Sell |
1,769
-254
| -13% | -$44.5K | 0.06% | 290 |
|
|
2024
Q3 | $362K | Buy |
2,023
+345
| +21% | +$61.8K | 0.08% | 247 |
|
|
2024
Q2 | $276K | Sell |
1,678
-557
| -25% | -$91.5K | 0.09% | 210 |
|
|
2024
Q1 | $379K | Buy |
2,235
+914
| +69% | +$155K | 0.14% | 140 |
|
|
2023
Q4 | $209K | Buy |
+1,321
| New | +$209K | 0.25% | 51 |
|