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Invesco S&p 500 Equal Weight Etf shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial 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 Wellspring Financial 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 Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.9M 22k 175.23
2024-09-30 $5.1M 28k 179.16
2024-06-30 $4.4M 27k 164.28
2024-03-31 $4.6M 27k 169.37
2023-09-30 $4.5M 32k 141.69
2023-06-30 $4.7M 32k 149.64
2023-03-31 $5.2M 36k 144.62
2022-12-31 $5.2M 37k 141.25
2022-09-30 $4.7M 37k 127.29
2022-06-30 $5.0M 37k 134.23
2022-03-31 $5.8M 37k 157.71
2021-12-31 $6.0M 37k 162.75
2021-09-30 $5.6M 37k 149.83
2021-06-30 $5.6M 37k 150.74
2021-03-31 $5.1M 60k 84.02
2020-12-31 $5.0M 39k 127.53
2020-09-30 $5.1M 47k 108.11
2020-06-30 $5.5M 54k 101.77
2020-03-31 $5.1M 60k 84.02

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Vanguard High Dividend Yield High Div Yld (VYM)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit (AAAU)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Consumer Discretionary Sel Sector Spdr Sbi Cons Discr (XLY)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares S&p Smallcap 600 Etf Core S&p Scp Etf (IJR)
Vanguard Value Etf Value Etf (VTV)
Apple (AAPL)
Ishares 1-3 Yr Treasury Bond Etf 1 3 Yr Treas Bd (SHY)

View all positions for Wellspring Financial 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
Texas Permanent School Fund
Wells Fargo & Company
UBS Group
Branch Banking & Trust Company
Farallon Capital Management
LPL Financial
Temasek Holdings
Citadel Advisors
Jpmorgan Chase & Co
Susquehanna International

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