WWA
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Wingate Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Wingate Wealth Advisors’s Portfolio RSP Stock Details RSP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.53M Sell
13,931
-960
-6% -$174K 2.25% 10
2025
Q1 		$2.58M Sell
14,891
-1,862
-11% -$323K 2.97% 6
2024
Q4 		$2.94M Buy
+16,753
New +$2.94M 2.88% 1