YHB Investment Advisors’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
Q3
$892K Sell
2025
Q2
$3.3M Buy
2025
Q1
$1.97M Buy
2024
Q4
$1.69M Buy
2024
Q3
$366K Sell
2024
Q2
$339K Sell
2024
Q1
$486K Buy
2023
Q4
$351K Buy
2023
Q3
$305K Buy