Invesco S&p 500 Equal Weight Etf shares owned by Morton Capital Management
Quarter-by-quarter ownership of Invesco S&p 500 Equal Weight Etf (RSP) shares owned by Morton Capital Management
from 13F filings
Historical chart of Morton Capital 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 Morton Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $784k | 4.1k | 191.56 |
| 2025-09-30 | $776k | 4.1k | 189.70 |
| 2025-06-30 | $708k | 3.9k | 181.74 |
| 2025-03-31 | $640k | 3.7k | 173.23 |
| 2024-12-31 | $658k | 3.8k | 175.23 |
| 2024-09-30 | $734k | 4.1k | 179.16 |
| 2024-06-30 | $673k | 4.1k | 164.28 |
| 2024-03-31 | $694k | 4.1k | 169.37 |
| 2023-12-31 | $670k | 4.2k | 157.80 |
| 2023-09-30 | $579k | 4.1k | 141.69 |
| 2023-06-30 | $547k | 3.7k | 149.64 |
| 2023-03-31 | $528k | 3.7k | 144.62 |
| 2022-12-31 | $516k | 3.7k | 141.25 |
| 2022-09-30 | $465k | 3.7k | 127.28 |
| 2022-06-30 | $518k | 3.9k | 134.24 |
| 2022-03-31 | $608k | 3.9k | 157.73 |
| 2021-12-31 | $627k | 3.9k | 162.73 |
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