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Invesco S&p 500 Equal Weight Etf shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services 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 Confluence Wealth Services 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 Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.6M 35k 191.56
2025-09-30 $6.4M 34k 189.70
2025-06-30 $6.2M 34k 181.74
2025-03-31 $5.7M 35k 164.90
2024-12-31 $6.1M 34k 182.35
2021-12-31 $195k 1.2k 162.50

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)
Dimensional International Value Etf Internatnal Val (DFIV)
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)
Dimensional U.s. Small Cap Etf Us Small Cap Etf (DFAS)
Capital Group Divid Growers Etf Shs Etf (CGDG)
Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)
Pimco Multisector Bond Active Exchange-traded Fund Multisector Bd (PYLD)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Dimensional World Ex U.s. Core Equity 2 Etf World Ex Us Core (DFAX)
Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

Top funds holding Invesco S&p 500 Equal Weight Etf

Northwestern Mutual Wealth Management Company
Goldman Sachs Group
UBS Group
Invesco
State of Wisconsin Investment Board
Wells Fargo & Company
LPL Financial
Texas Permanent School Fund
Citadel Advisors
Susquehanna International
Cresset Asset Management
Japan Science & Technology Agency
Raymond James Financial
Farallon Capital Management
Commonwealth of Pennsylvania

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