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Invesco S&p 500 Equal Weight Etf shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.0M 12k 157.80
2023-09-30 $1.8M 13k 141.69
2023-06-30 $1.9M 13k 149.64
2023-03-31 $1.6M 11k 144.62
2022-12-31 $1.6M 11k 141.25
2022-09-30 $1.4M 11k 127.32
2022-06-30 $1.5M 11k 134.26
2022-03-31 $1.4M 9.0k 157.74
2021-12-31 $1.6M 10k 162.76
2021-09-30 $1.8M 12k 149.84
2021-06-30 $1.4M 9.2k 150.78
2021-03-31 $1.5M 10k 141.68
2020-12-31 $2.0M 16k 127.52
2020-03-31 $1.9M 23k 84.00
2018-12-31 $55k 600 91.67

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Sontag Advisory

Top funds holding Invesco S&p 500 Equal Weight Etf

Bank of America Corporation
Moore Capital Management
Branch Banking & Trust Company
Wells Fargo & Company
UBS Group
Goldman Sachs Group
Jpmorgan Chase & Co
Balyasny Asset Management
Citigroup
Royal Bank of Canada
Raymond James Financial Services Advisors
Citadel Advisors
Jane Street
Chai Trust
Global Assets Advisory

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