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Invesco S&p 500 Equal Weight C shares owned by Burns Wealth Management

Quarter-by-quarter ownership of Invesco S&p 500 Equal Weight C (RSPC) shares owned by Burns Wealth Management from 13F filings

Historical chart of Burns Wealth Management investment in Invesco S&p 500 Equal Weight C

Tip: Access up to 7 years of quarterly data

All positions including Invesco S&p 500 Equal Weight C held by Burns 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 C by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $263k 9.9k 26.63
2023-06-30 $281k 9.9k 28.45
2023-03-31 $271k 9.9k 27.42
2022-12-31 $248k 9.9k 25.13
2022-09-30 $239k 9.9k 24.18

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Value Etf (VTV)
Amazon (AMZN)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
UnitedHealth (UNH)
Ishares Tr Sp Smcp600vl Etf (IJS)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Activision Blizzard
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)

View all positions for Burns Wealth Management

Top funds holding Invesco S&p 500 Equal Weight C

Bank of America Corporation
Branch Banking & Trust Company
HighTower Advisors
Raymond James & Associates
RFG Advisory
Raymond James Financial Services Advisors
SignalPoint Asset Management
Legacy Private Trust
Yoder Wealth Management
Royal Bank of Canada
Walker Asset Management
UBS Group
Atria Wealth Solutions
Commonwealth Equity Services
Great Valley Advisor Group

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