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Invesco S&p 500 Equal Weight C shares owned by Legacy Private Trust

Quarter-by-quarter ownership of Invesco S&p 500 Equal Weight C (RSPC) shares owned by Legacy Private Trust from 13F filings

Historical chart of Legacy Private Trust 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 Legacy Private Trust 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 Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 41k 29.80
2023-12-31 $791k 27k 29.32
2023-09-30 $627k 24k 26.63

More positions owned by Legacy Private Trust

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Balanced Index Fd I Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Legacy Private Trust

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