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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

20202021202220232024202502M4M6M8M10M020k40k
Value ($)Share countHistorical RSP position of Walled Lake Planning … Source: stockzoa.comValue ($)Share count

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All positions including Invesco S&p 500 Equal Weight Etf held by Walled Lake Planning & Wealth Management 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 Walled Lake Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
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