Legacy Private Trust »

Invesco S&p 500 Equal Weight C shares owned by Legacy Private Trust

Quarter-by-quarter ownership of Invesco S&p 500 Equal Weight C (RSPC) shares owned by Legacy Private Trust from 13F filings

Historical chart of Legacy Private Trust investment in Invesco S&p 500 Equal Weight C

Tip: Access up to 7 years of quarterly data

All positions including Invesco S&p 500 Equal Weight C held by Legacy Private Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco S&p 500 Equal Weight C by Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 34k 32.71
2024-06-30 $980k 33k 29.68
2024-03-31 $1.2M 41k 29.80
2023-12-31 $791k 27k 29.32
2023-09-30 $627k 24k 26.63

More positions owned by Legacy Private Trust

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Alphabet Cap Stk Cl A (GOOGL)
Pimco Etf Tr Active Bd Etf (BOND)

View all positions for Legacy Private Trust

Top funds holding Invesco S&p 500 Equal Weight C

Branch Banking & Trust Company
HighTower Advisors
RFG Advisory
Raymond James Financial Services Advisors
Green Harvest Asset Management
SignalPoint Asset Management
Bank of America Corporation
Raymond James & Associates
LVZ Advisors
Legacy Private Trust
Yoder Wealth Management
LPL Financial
Walker Asset Management
Old Mission Capital
Atria Wealth Solutions

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