Invesco S&p 500 Equal Weight Etf shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Invesco S&p 500 Equal Weight Etf (RSP) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners 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 Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 5.3k | 189.72 |
| 2025-06-30 | $975k | 5.4k | 181.73 |
| 2025-03-31 | $910k | 5.3k | 173.22 |
| 2024-12-31 | $966k | 5.5k | 175.22 |
| 2024-09-30 | $1.2M | 6.6k | 179.15 |
| 2024-06-30 | $1.0M | 6.1k | 164.28 |
| 2024-03-31 | $1.0M | 6.1k | 169.38 |
| 2023-12-31 | $978k | 6.2k | 157.81 |
| 2023-09-30 | $819k | 5.8k | 141.68 |
| 2023-06-30 | $888k | 5.9k | 149.63 |
| 2023-03-31 | $916k | 6.3k | 144.63 |
| 2022-12-31 | $953k | 6.7k | 141.26 |
| 2022-09-30 | $871k | 6.8k | 127.28 |
| 2022-06-30 | $854k | 6.4k | 134.23 |
| 2022-03-31 | $880k | 5.6k | 157.70 |
| 2021-12-31 | $822k | 5.0k | 162.76 |
| 2021-09-30 | $757k | 5.1k | 149.82 |
| 2021-06-30 | $796k | 5.3k | 150.72 |
| 2021-03-31 | $797k | 5.6k | 141.67 |
| 2020-12-31 | $783k | 6.1k | 127.54 |
| 2020-09-30 | $924k | 8.5k | 108.11 |
| 2020-06-30 | $861k | 8.5k | 101.76 |
| 2020-03-31 | $415k | 4.9k | 84.03 |
| 2019-12-31 | $629k | 5.4k | 115.71 |
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