Valmark Advisers’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Buy |
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|
2025
Q1 | $2.8M | Buy |
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|
2024
Q4 | $2.59M | Buy |
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|
2024
Q3 | $1.82M | Buy |
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|
2024
Q2 | $1.33M | Buy |
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|
2024
Q1 | $884K | Buy |
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|
2023
Q4 | $490K | Buy |
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|
2023
Q3 | $254K | Sell |
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|
2023
Q2 | $358K | Buy |
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|
2023
Q1 | $296K | Buy |
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|
2022
Q4 | $272K | Sell |
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|
2022
Q3 | $255K | Buy |
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|
2022
Q2 | $261K | Sell |
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|
2022
Q1 | $307K | Hold |
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|
2021
Q4 | $316K | Sell |
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|
2021
Q3 | $344K | Sell |
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|
2021
Q2 | $361K | Buy |
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|
2021
Q1 | $336K | Sell |
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|
2020
Q4 | $367K | Sell |
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|
2020
Q3 | $313K | Sell |
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|
2020
Q2 | $361K | Buy |
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|
2020
Q1 | $298K | Sell |
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|
2019
Q4 | $453K | Buy |
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|
2019
Q3 | $415K | Sell |
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|
2019
Q2 | $445K | Buy |
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|
2019
Q1 | $393K | Buy |
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|
2018
Q4 | $341K | Buy |
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|
2018
Q3 | $347K | Buy |
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|
2018
Q2 | $331K | Sell |
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|
2018
Q1 | $325K | Sell |
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|
2017
Q4 | $398K | Buy |
|