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Invesco S&p 500 Equal Weight Etf shares owned by Waterford Advisors

Quarter-by-quarter ownership of Invesco S&p 500 Equal Weight Etf (RSP) shares owned by Waterford Advisors from 13F filings

Historical chart of Waterford Advisors investment in Invesco S&p 500 Equal Weight Etf

Tip: Access up to 7 years of quarterly data

All positions including Invesco S&p 500 Equal Weight Etf held by Waterford Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco S&p 500 Equal Weight Etf by Waterford Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 17k 169.37
2023-09-30 $2.4M 17k 141.69
2023-06-30 $3.0M 20k 149.62
2023-03-31 $2.9M 20k 144.60
2022-12-31 $2.8M 20k 141.25

More positions owned by Waterford Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard World Mega Cap Index (MGC)

View all positions for Waterford Advisors

Top funds holding Invesco S&p 500 Equal Weight Etf

Morgan Stanley
Bank of America Corporation
Goldman Sachs Group
Branch Banking & Trust Company
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Keybank National Association
LPL Financial
Ameriprise Financial
Clal Insurance Enterprises Holdings
Citigroup
Envestnet Asset Management
Royal Bank of Canada
Carronade Capital Management

View all funds holding Invesco S&p 500 Equal Weight Etf