USWIA
UP Strategic Wealth Investment 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 | $1.03M | Hold |
5,667
| – | – | 0.8% | 22 |
|
|
2025
Q1 | $982K | Hold |
5,667
| – | – | 0.87% | 22 |
|
|
2024
Q4 | $993K | Hold |
5,667
| – | – | 0.99% | 21 |
|
|
2024
Q3 | $1.02M | Hold |
5,667
| – | – | 1.14% | 16 |
|
|
2024
Q2 | $931K | Sell |
5,667
-611
| -10% | -$100K | 1.41% | 15 |
|
|
2024
Q1 | $1.06M | Hold |
6,278
| – | – | 1.74% | 13 |
|
|
2023
Q4 | $991K | Buy |
+6,278
| New | +$991K | 1.81% | 12 |
|