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Invesco S&p 500 Equal Weight Etf shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Invesco S&p 500 Equal Weight Etf (RSP) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management 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 Cherry Tree Wealth Management 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 Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 18k 169.37
2023-12-31 $2.3M 14k 157.80
2023-09-30 $1.5M 11k 141.69
2023-06-30 $60k 403 149.64

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Cherry Tree Wealth Management

Top funds holding Invesco S&p 500 Equal Weight Etf

Bank of America Corporation
Moore Capital Management
Branch Banking & Trust Company
Wells Fargo & Company
UBS Group
Goldman Sachs Group
Jpmorgan Chase & Co
Balyasny Asset Management
Citigroup
Royal Bank of Canada
Raymond James Financial Services Advisors
Citadel Advisors
Chai Trust
Jane Street
Global Assets Advisory

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