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

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

Historical chart of Lodestone 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 Lodestone 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 Lodestone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $499k 2.9k 169.35
2023-12-31 $465k 2.9k 157.78
2023-09-30 $306k 2.2k 141.71
2023-06-30 $312k 2.1k 149.66
2023-03-31 $317k 2.2k 144.62
2022-12-31 $309k 2.2k 141.26

More positions owned by Lodestone Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Index Fds Value Etf (VTV)
Merck & Co (MRK)
JPMorgan Chase & Co. (JPM)
Amgen (AMGN)
Lennar Corp Cl A (LEN)
American Express Company (AXP)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
D.R. Horton (DHI)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Occidental Petroleum Corporation (OXY)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Lodestone Wealth Management

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