Invesco S&p 500 Equal Weight Etf shares owned by Caldwell Trust
Quarter-by-quarter ownership of Invesco S&p 500 Equal Weight Etf (RSP) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Invesco S&p 500 Equal Weight Etf
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Quarterly reported holdings in Invesco S&p 500 Equal Weight Etf by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 73k | 189.70 |
| 2021-12-31 | $8.3M | 51k | 162.75 |
| 2021-09-30 | $7.7M | 52k | 149.82 |
| 2021-06-30 | $7.5M | 50k | 150.73 |
| 2021-03-31 | $6.6M | 47k | 141.66 |
| 2020-12-31 | $6.0M | 47k | 127.54 |
| 2020-09-30 | $5.0M | 46k | 108.11 |
| 2020-06-30 | $5.1M | 50k | 101.76 |
| 2020-03-31 | $4.5M | 54k | 84.02 |
| 2019-12-31 | $6.3M | 55k | 115.72 |
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