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Invesco S&p 500 Equal Weight Etf shares owned by Sar Wealth Management Group

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

Historical chart of Sar Wealth Management Group 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 Sar Wealth Management Group 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 Sar Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 85k 179.16
2024-06-30 $14M 84k 164.28
2024-03-31 $4.5M 27k 169.37
2023-12-31 $3.3M 21k 157.80

More positions owned by Sar Wealth Management Group

First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr S&p Divid Etf (SDY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Apple (AAPL)
Procter & Gamble Company (PG)
Microsoft Corporation (MSFT)
T Rowe Price Etf Cap Appreciation (TCAF)

View all positions for Sar Wealth Management Group

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