Invesco S&p 500 Equal Weight Etf shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Invesco S&p 500 Equal Weight Etf (RSP) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Invesco S&p 500 Equal Weight Etf
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Quarterly reported holdings in Invesco S&p 500 Equal Weight Etf by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $726k | 4.3k | 169.37 |
| 2023-09-30 | $617k | 4.4k | 141.71 |
| 2023-06-30 | $700k | 4.7k | 149.65 |
| 2023-03-31 | $676k | 4.7k | 144.63 |
| 2022-12-31 | $661k | 4.7k | 141.26 |
| 2022-09-30 | $595k | 4.7k | 127.25 |
| 2022-06-30 | $628k | 4.7k | 134.30 |
| 2022-03-31 | $811k | 5.1k | 157.66 |
| 2021-12-31 | $776k | 4.8k | 162.68 |
| 2021-09-30 | $375k | 2.5k | 150.00 |
| 2021-06-30 | $377k | 2.5k | 150.80 |
| 2021-03-31 | $361k | 2.6k | 141.51 |
| 2020-12-31 | $319k | 2.5k | 127.60 |
| 2020-09-30 | $232k | 2.1k | 107.96 |
| 2020-06-30 | $275k | 2.7k | 101.85 |
| 2020-03-31 | $1.3M | 15k | 84.00 |
| 2019-12-31 | $83M | 2.9M | 28.52 |
| 2019-09-30 | $60M | 556k | 108.08 |
| 2019-06-30 | $59M | 544k | 107.80 |
| 2019-03-31 | $56M | 535k | 104.44 |
| 2018-12-31 | $51M | 561k | 91.40 |
| 2018-09-30 | $51M | 480k | 106.81 |
| 2018-06-30 | $48M | 470k | 101.89 |
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