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Invesco S&p 500 Equal Weight Etf shares owned by Rockbridge Investment Management, LCC

Quarter-by-quarter ownership of Invesco S&p 500 Equal Weight Etf (RSP) shares owned by Rockbridge Investment Management, LCC from 13F filings

Historical chart of Rockbridge Investment Management, LCC 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 Rockbridge Investment Management, LCC 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 Rockbridge Investment Management, LCC

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 7.9k 179.16
2024-06-30 $1.3M 7.9k 164.28
2024-03-31 $1.3M 7.9k 169.37
2023-12-31 $1.6M 10k 157.80
2023-09-30 $1.4M 10k 141.69
2023-06-30 $1.5M 10k 149.64
2023-03-31 $1.4M 10k 144.62
2022-12-31 $1.4M 10k 141.25
2022-09-30 $935k 7.3k 127.28
2022-06-30 $986k 7.3k 134.23
2022-03-31 $1.2M 7.3k 158.22
2021-12-31 $2.2M 14k 162.73
2021-09-30 $2.1M 14k 149.85
2021-06-30 $2.1M 14k 150.72
2021-03-31 $1.9M 13k 141.64
2020-12-31 $1.7M 13k 127.52
2020-09-30 $1.7M 15k 108.09
2020-06-30 $1.6M 15k 101.78

More positions owned by Rockbridge Investment Management, LCC

Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Rockbridge Investment Management, LCC

Top funds holding Invesco S&p 500 Equal Weight Etf

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Goldman Sachs Group
Invesco
Wells Fargo & Company
UBS Group
Branch Banking & Trust Company
Farallon Capital Management
Jpmorgan Chase & Co
LPL Financial
Keybank National Association
Cresset Asset Management
Ameriprise Financial
Royal Bank of Canada
Susquehanna International

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