UP Strategic Wealth Investment Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

UP Strategic Wealth Investment Advisors’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.03M	Hold
2025 Q1	$982K	Hold
2024 Q4	$993K	Hold
2024 Q3	$1.02M	Hold
2024 Q2	$931K	Sell
2024 Q1	$1.06M	Hold
2023 Q4	$991K	Buy