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

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

Historical chart of Shepherd Financial Partners 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 Shepherd Financial Partners 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 Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.5M 39k 189.70
2025-06-30 $8.8M 48k 181.74
2025-03-31 $11M 63k 173.23
2024-12-31 $33M 187k 175.23
2024-09-30 $34M 188k 179.16
2024-06-30 $31M 188k 164.28
2024-03-31 $40M 234k 169.37
2023-12-31 $37M 232k 157.80
2023-09-30 $25M 176k 141.69
2023-06-30 $24M 162k 149.64
2023-03-31 $22M 155k 144.63
2022-12-31 $3.1M 22k 141.25
2022-09-30 $434k 3.4k 127.20
2022-06-30 $273k 2.0k 134.42
2022-03-31 $267k 1.7k 157.43
2021-12-31 $276k 1.7k 162.74
2021-09-30 $254k 1.7k 149.76
2021-06-30 $256k 1.7k 150.94
2021-03-31 $240k 1.7k 141.51
2020-12-31 $216k 1.7k 127.36
2020-09-30 $269k 2.6k 101.89
2020-06-30 $269k 2.6k 101.89
2020-03-31 $234k 2.8k 83.84
2019-12-31 $322k 2.8k 115.41
2019-09-30 $303k 2.8k 108.02
2019-06-30 $303k 2.8k 107.71
2019-03-31 $291k 2.8k 104.60
2018-12-31 $532k 5.8k 91.30
2018-09-30 $616k 6.0k 101.92
2018-06-30 $616k 6.0k 101.92

More positions owned by Shepherd Financial Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)

View all positions for Shepherd Financial Partners

Top funds holding Invesco S&p 500 Equal Weight Etf

Morgan Stanley
Northwestern Mutual Wealth Management Company
Invesco
Texas Permanent School Fund
Goldman Sachs Group
UBS Group
State of Wisconsin Investment Board
Wells Fargo & Company
LPL Financial
Farallon Capital Management
Citadel Advisors
Cresset Asset Management
Japan Science & Technology Agency
Raymond James Financial
Keybank National Association

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