Holt Capital Advisors, L.L.C. dba Holt Capital Partners »

Invesco S&p 500 Equal Weight Etf shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter-by-quarter ownership of Invesco S&p 500 Equal Weight Etf (RSP) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners from 13F filings

Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital Partners 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 Holt Capital Advisors, L.L.C. dba Holt Capital Partners 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 Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $65M 360k 179.16
2024-06-30 $38M 232k 164.28
2024-03-31 $60M 355k 169.37
2023-12-31 $56M 355k 157.80
2023-09-30 $49M 348k 141.69
2023-06-30 $53M 351k 149.64
2023-03-31 $50M 345k 144.62
2022-12-31 $49M 345k 141.25
2022-09-30 $26M 207k 127.28
2022-06-30 $45M 337k 134.23
2022-03-31 $52M 332k 157.71
2021-12-31 $54M 333k 162.75
2021-09-30 $50M 331k 149.82
2021-06-30 $49M 324k 150.73
2021-03-31 $45M 318k 141.66
2020-12-31 $40M 314k 127.54
2020-09-30 $34M 312k 108.11
2020-06-30 $32M 314k 101.76
2020-03-31 $26M 314k 84.02
2019-12-31 $37M 318k 115.72
2019-09-30 $34M 316k 108.08
2019-06-30 $33M 306k 107.80
2019-03-31 $31M 301k 104.44
2018-12-31 $27M 299k 91.40
2018-09-30 $31M 292k 106.81
2018-06-30 $29M 280k 101.89

More positions owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio Short (SPSB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core High Dv Etf (HDV)
Bank of America Corporation (BAC)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Scp Etf (IJR)
Texas Pacific Land Corp (TPL)

View all positions for Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Top funds holding Invesco S&p 500 Equal Weight Etf

Morgan Stanley
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Goldman Sachs Group
Invesco
Branch Banking & Trust Company
Wells Fargo & Company
Jpmorgan Chase & Co
LPL Financial
Keybank National Association
Junto Capital Management
Royal Bank of Canada
Susquehanna International
Envestnet Asset Management
Healthcare Of Ontario Pension Plan Trust Fund

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