Invesco S&p 500 Equal Weight Etf shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Invesco S&p 500 Equal Weight Etf (RSP) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors 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 EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $9.7M | 53k | 181.74 |
| 2025-03-31 | $4.7M | 27k | 173.23 |
| 2024-12-31 | $5.1M | 29k | 175.23 |
| 2024-09-30 | $8.1M | 45k | 179.16 |
| 2024-06-30 | $7.3M | 44k | 164.28 |
| 2024-03-31 | $7.3M | 43k | 169.37 |
| 2023-12-31 | $5.4M | 34k | 157.80 |
| 2023-09-30 | $4.1M | 29k | 141.69 |
| 2023-06-30 | $4.4M | 28k | 156.07 |
| 2023-03-31 | $338k | 2.5k | 135.22 |
| 2022-12-31 | $4.3M | 31k | 141.25 |
| 2022-09-30 | $3.6M | 28k | 127.29 |
| 2022-06-30 | $4.2M | 31k | 134.22 |
| 2022-03-31 | $5.1M | 32k | 157.71 |
| 2021-12-31 | $5.1M | 31k | 162.75 |
| 2021-09-30 | $4.6M | 3.8k | 1216.20 |
| 2021-06-30 | $4.7M | 31k | 150.72 |
| 2021-03-31 | $5.4M | 38k | 141.66 |
| 2020-12-31 | $4.7M | 37k | 127.53 |
| 2020-09-30 | $4.0M | 37k | 108.10 |
| 2020-06-30 | $3.8M | 38k | 101.76 |
| 2020-03-31 | $3.7M | 44k | 84.02 |
| 2019-12-31 | $4.8M | 41k | 115.72 |
| 2019-09-30 | $4.4M | 41k | 108.09 |
| 2019-06-30 | $4.8M | 45k | 107.80 |
| 2019-03-31 | $4.1M | 39k | 104.45 |
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