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Invesco S&p 500 Equal Weight Etf shares owned by Cm Wealth Advisors

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

Historical chart of Cm Wealth Advisors 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 Cm Wealth Advisors 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 Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.8M 24k 157.80
2023-06-30 $2.9M 19k 154.40
2023-03-31 $2.3M 16k 141.20
2022-12-31 $2.3M 16k 141.25
2022-09-30 $2.0M 16k 127.28
2022-06-30 $2.2M 16k 134.23

More positions owned by Cm Wealth Advisors

Ishares Tr S&p 100 Etf (OEF)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Lincoln Electric Holdings (LECO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
Northrop Grumman Corporation (NOC)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Park-Ohio Holdings (PKOH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Cm Wealth Advisors

Top funds holding Invesco S&p 500 Equal Weight Etf

Bank of America Corporation
Moore Capital Management
Branch Banking & Trust Company
Wells Fargo & Company
UBS Group
Goldman Sachs Group
Jpmorgan Chase & Co
Balyasny Asset Management
Citigroup
Royal Bank of Canada
Raymond James Financial Services Advisors
Citadel Advisors
Jane Street
Chai Trust
Global Assets Advisory

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