Invesco S&p 500 Equal Weight Etf shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Invesco S&p 500 Equal Weight Etf (RSP) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management 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 Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 60k | 189.70 |
| 2025-06-30 | $11M | 61k | 181.74 |
| 2025-03-31 | $10M | 59k | 173.23 |
| 2024-12-31 | $9.8M | 56k | 175.23 |
| 2024-09-30 | $9.4M | 53k | 179.16 |
| 2021-06-30 | $73k | 485 | 150.52 |
| 2021-03-31 | $68k | 483 | 140.79 |
| 2020-12-31 | $6.0k | 44 | 136.36 |
| 2020-09-30 | $10k | 89 | 112.36 |
| 2020-06-30 | $9.0k | 88 | 102.27 |
| 2020-03-31 | $7.0k | 88 | 79.55 |
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