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

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

Historical chart of Kellett Schaffner Wealth Advisors investment in Invesco S&p 500 Equal Weight Etf

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All positions including Invesco S&p 500 Equal Weight Etf held by Kellett Schaffner 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 Kellett Schaffner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $228k 1.3k 179.16
2024-06-30 $348k 2.1k 164.28
2024-03-31 $686k 4.0k 169.36
2023-12-31 $634k 4.0k 157.80
2023-09-30 $8.4M 59k 141.69
2023-06-30 $8.9M 60k 149.64
2023-03-31 $8.7M 60k 144.62
2022-12-31 $8.2M 58k 141.25
2022-06-30 $215k 1.6k 134.21
2021-12-31 $260k 1.6k 162.70