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
Download as csvQuarterly 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 |
|---|---|---|---|
| 2025-09-30 | $207k | 1.1k | 189.70 |
| 2025-03-31 | $221k | 1.3k | 173.23 |
| 2024-12-31 | $223k | 1.3k | 175.23 |
| 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 |
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