Invesco S&p 500 Equal Weight Etf shares owned by Forum Financial Management
Quarter-by-quarter ownership of Invesco S&p 500 Equal Weight Etf (RSP) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management 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 Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 6.2k | 189.71 |
| 2025-06-30 | $1.0M | 5.5k | 181.72 |
| 2025-03-31 | $947k | 5.5k | 173.24 |
| 2024-12-31 | $765k | 4.4k | 175.22 |
| 2024-09-30 | $736k | 4.1k | 179.16 |
| 2024-06-30 | $586k | 3.6k | 164.29 |
| 2024-03-31 | $601k | 3.5k | 169.37 |
| 2023-12-31 | $549k | 3.5k | 157.78 |
| 2023-09-30 | $737k | 5.2k | 141.68 |
| 2023-06-30 | $776k | 5.2k | 149.65 |
| 2023-03-31 | $755k | 5.2k | 144.63 |
| 2022-12-31 | $741k | 5.2k | 141.26 |
| 2022-09-30 | $672k | 5.3k | 127.25 |
| 2022-06-30 | $702k | 5.2k | 134.23 |
| 2022-03-31 | $833k | 5.3k | 157.59 |
| 2021-12-31 | $860k | 5.3k | 162.69 |
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