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

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

Historical chart of Efficient 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 Efficient 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 Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $38k 223 170.40
2023-12-31 $35k 223 156.95
2023-09-30 $31k 223 139.01
2023-06-30 $33k 223 147.98
2023-03-31 $40k 285 140.35
2022-12-31 $36k 285 126.32
2022-09-30 $36k 285 126.32
2022-06-30 $38k 285 133.33
2022-03-31 $45k 285 157.89
2021-12-31 $46k 285 161.40
2021-09-30 $43k 285 150.88
2021-06-30 $43k 285 150.88
2021-03-31 $40k 285 140.35
2020-12-31 $48k 374 128.34
2020-09-30 $40k 374 106.95
2020-06-30 $38k 374 101.60
2020-03-31 $31k 374 82.89

More positions owned by Efficient Wealth Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Efficient Wealth Management

Top funds holding Invesco S&p 500 Equal Weight Etf

Bank of America Corporation
Moore Capital Management
Branch Banking & Trust Company
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Goldman Sachs Group
LPL Financial
Clal Insurance Enterprises Holdings
Citigroup
Envestnet Asset Management
Royal Bank of Canada
Raymond James Financial Services Advisors
Citadel Advisors
Chai Trust

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