Amplius Wealth Advisors, LLC Invesco S&P 500 Equal Weight E Transaction History

Amplius Wealth Advisors, LLC

$881 Million
Q1 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 41,942 shares of RSP stock, worth $7.87 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

41,942

Previous 41,727 0.52%

Holding current value

$7.87 Million

Previous $7.31 Million 1.45%

% of portfolio

0.82%

Previous 0.86%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$169.43 - $182.84 $36,427 - $39,310	215 Added 0.52%	41,942 $7.21 Million
Q4 2024 Jan 16, 2025	SELL	$174.22 - $187.62 $170,561 - $183,679	-979 Reduced 2.29%	41,727 $7.31 Million
Q3 2024 Oct 16, 2024	SELL	$162.83 - $179.16 $104,211 - $114,662	-640 Reduced 1.48%	42,706 $7.65 Million
Q2 2024 Jul 22, 2024	SELL	$159.21 - $168.37 $893,486 - $944,892	-5,612 Reduced 11.46%	43,346 $7.12 Million
Q1 2024 Apr 16, 2024	SELL	$153.84 - $169.37 $323,987 - $356,693	-2,106 Reduced 4.12%	48,958 $8.29 Million
Q4 2023 Jan 10, 2024	SELL	$133.66 - $158.41 $790,732 - $937,153	-5,916 Reduced 10.38%	51,064 $8.06 Million
Q3 2023 Oct 17, 2023	SELL	$141.04 - $155.0 $193,365 - $212,505	-1,371 Reduced 2.35%	56,980 $8.07 Million
Q2 2023 Jul 26, 2023	SELL	$139.61 - $149.64 $381,972 - $409,415	-2,736 Reduced 4.48%	58,351 $8.73 Million
Q1 2023 Apr 25, 2023	BUY	$137.35 - $154.96 $124,988 - $141,013	910 Added 1.51%	61,087 $8.83 Million
Q4 2022 Jan 19, 2023	SELL	$128.02 - $149.03 $25 Million - $29.2 Million	-195,668 Reduced 76.48%	60,177 $0
Q3 2022 Nov 10, 2022	BUY	$127.28 - $152.39 $3.48 Million - $4.17 Million	27,370 Added 11.98%	255,845 $32.6 Million
Q2 2022 Jul 21, 2022	BUY	$130.84 - $158.96 $7.05 Million - $8.57 Million	53,914 Added 30.89%	228,475 $30.7 Million
Q1 2022 May 09, 2022	SELL	$148.26 - $164.2 $5.03 Million - $5.57 Million	-33,898 Reduced 16.26%	174,561 $27.5 Million
Q4 2021 Jan 28, 2022	BUY	$150.88 - $163.01 $31.5 Million - $34 Million	208,459 New	208,459 $33.9 Million

Others Institutions Holding RSP

# of Institutions

2,151

Shares Held

289M

Call Options Held

9.04M

Put Options Held

18.3M

View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

Ticker RSP
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Amplius Wealth Advisors, LLC Invesco S&P 500 Equal Weight E Transaction History