Evernest Financial Advisors, LLC Invesco S&P 500 Equal Weight E Transaction History

Evernest Financial Advisors, LLC

$318 Million
Q3 2025

A detailed history of Evernest Financial Advisors, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 82,882 shares of RSP stock, worth $15.5 Million. This represents 4.95% of its overall portfolio holdings.

Number of Shares

82,882

Previous 80,039 3.55%

Holding current value

$15.5 Million

Previous $14.5 Million 8.08%

% of portfolio

4.95%

Previous 5.29%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$181.56 - $190.33 $516,175 - $541,108	2,843 Added 3.55%	82,882 $15.7 Million
Q2 2025 Jul 28, 2025	BUY	$152.93 - $181.74 $495,646 - $589,019	3,241 Added 4.22%	80,039 $14.5 Million
Q1 2025 May 09, 2025	BUY	$169.43 - $182.84 $1.55 Million - $1.67 Million	9,131 Added 13.49%	76,798 $13.3 Million
Q4 2024 Jan 23, 2025	BUY	$174.22 - $187.62 $79,095 - $85,179	454 Added 0.68%	67,667 $11.9 Million
Q3 2024 Oct 21, 2024	BUY	$162.83 - $179.16 $73,599 - $80,980	452 Added 0.68%	67,213 $12 Million
Q2 2024 Aug 07, 2024	BUY	$159.21 - $168.37 $255,532 - $270,233	1,605 Added 2.46%	66,761 $11 Million
Q1 2024 May 10, 2024	BUY	$153.84 - $169.37 $345,524 - $380,405	2,246 Added 3.57%	65,156 $10.4 Billion
Q4 2023 May 10, 2024	SELL	$133.66 - $158.41 $395,633 - $468,893	-2,960 Reduced 4.54%	62,196 $9.81 Billion
Q4 2021 Feb 13, 2024	BUY	$150.88 - $163.01 $9.49 Million - $10.3 Million	62,910 New	62,910 $10 Billion

Others Institutions Holding RSP

# of Institutions

2,225

Shares Held

281M

Call Options Held

11.5M

Put Options Held

15.1M

View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

Ticker RSP
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Evernest Financial Advisors, LLC Invesco S&P 500 Equal Weight E Transaction History