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Invesco S&p 500 Equal Weight Etf shares owned by Montis Financial

Quarter-by-quarter ownership of Invesco S&p 500 Equal Weight Etf (RSP) shares owned by Montis Financial from 13F filings

Historical chart of Montis Financial 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 Montis Financial 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 Montis Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 56k 179.16
2024-06-30 $5.7M 35k 164.28
2024-03-31 $1.5M 8.7k 169.37
2023-12-31 $436k 2.8k 157.80

More positions owned by Montis Financial

Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Pfd And Incm Sec (PFF)
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Apple (AAPL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Montis Financial

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