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Invesco S&p 500 Equal Weight Etf shares owned by Up Strategic Wealth Investment Advisors

Quarter-by-quarter ownership of Invesco S&p 500 Equal Weight Etf (RSP) shares owned by Up Strategic Wealth Investment Advisors from 13F filings

Historical chart of Up Strategic Wealth Investment Advisors 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 Up Strategic Wealth Investment Advisors 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 Up Strategic Wealth Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $931k 5.7k 164.28
2024-03-31 $1.1M 6.3k 169.37

More positions owned by Up Strategic Wealth Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Ttl Stk (ITOT)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Apple (AAPL)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
Microsoft Corporation (MSFT)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
UnitedHealth (UNH)
Costco Wholesale Corporation (COST)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Up Strategic Wealth Investment Advisors

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
Strategic Financial Concepts
Jpmorgan Chase & Co
Keybank National Association
LPL Financial
Envestnet Asset Management
Junto Capital Management
Royal Bank of Canada
Bnp Paribas Arbitrage, Snc

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