WANY
Wealthspire Advisors (New York)’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 | $19.6M | Buy |
108,054
+34,124
| +46% | +$6.2M | 0.11% | 80 |
|
|
2025
Q1 | $12.8M | Buy |
73,930
+58,034
| +365% | +$10.1M | 0.08% | 99 |
|
|
2024
Q4 | $2.79M | Buy |
15,896
+3,401
| +27% | +$596K | 0.03% | 206 |
|
|
2024
Q3 | $2.24M | Sell |
12,495
-2,109
| -14% | -$378K | 0.02% | 236 |
|
|
2024
Q2 | $2.4M | Buy |
14,604
+1,956
| +15% | +$321K | 0.03% | 185 |
|
|
2024
Q1 | $2.14M | Buy |
12,648
+257
| +2% | +$43.5K | 0.03% | 188 |
|
|
2023
Q4 | $1.96M | Sell |
12,391
-167
| -1% | -$26.4K | 0.03% | 197 |
|
|
2023
Q3 | $1.78M | Sell |
12,558
-457
| -4% | -$64.8K | 0.03% | 183 |
|
|
2023
Q2 | $1.95M | Buy |
13,015
+2,186
| +20% | +$327K | 0.03% | 155 |
|
|
2023
Q1 | $1.57M | Sell |
10,829
-612
| -5% | -$88.5K | 0.03% | 179 |
|
|
2022
Q4 | $1.62M | Buy |
11,441
+76
| +0.7% | +$10.7K | 0.03% | 180 |
|
|
2022
Q3 | $1.45M | Buy |
11,365
+103
| +0.9% | +$13.1K | 0.03% | 180 |
|
|
2022
Q2 | $1.51M | Buy |
11,262
+2,222
| +25% | +$298K | 0.03% | 166 |
|
|
2022
Q1 | $1.43M | Sell |
9,040
-932
| -9% | -$147K | 0.03% | 152 |
|
|
2021
Q4 | $1.62M | Sell |
9,972
-2,148
| -18% | -$350K | 0.04% | 167 |
|
|
2021
Q3 | $1.82M | Buy |
12,120
+2,888
| +31% | +$433K | 0.04% | 175 |
|
|
2021
Q2 | $1.39M | Sell |
9,232
-1,115
| -11% | -$168K | 0.04% | 134 |
|
|
2021
Q1 | $1.47M | Sell |
10,347
-5,423
| -34% | -$768K | 0.03% | 211 |
|
|
2020
Q4 | $2.01M | Buy |
+15,770
| New | +$2.01M | 0.06% | 137 |
|
|
2020
Q2 | – | Sell |
-22,463
| Closed | -$1.89M | – | 476 |
|
|
2020
Q1 | $1.89M | Buy |
+22,463
| New | +$1.89M | 0.08% | 129 |
|
|
2019
Q1 | – | Sell |
-600
| Closed | -$55K | – | 648 |
|
|
2018
Q4 | $55K | Buy |
+600
| New | +$55K | 0.01% | 171 |
|