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

Peterson Wealth Advisors, LLC

$485 Million
Q1 2025

A detailed history of Peterson Wealth Advisors, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 3,008 shares of RSP stock, worth $535,544. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,008

Previous 2,993 0.5%

Holding current value

$535,544

Previous $524,000 0.57%

% of portfolio

0.11%

Previous 0.11%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$169.43 - $182.84 $2,541 - $2,742	15 Added 0.5%	3,008 $521,000
Q4 2024 Jan 17, 2025	SELL	$174.22 - $187.62 $93,904 - $101,127	-539 Reduced 15.26%	2,993 $524,000
Q3 2024 Oct 24, 2024	SELL	$162.83 - $179.16 $76,041 - $83,667	-467 Reduced 11.68%	3,532 $632,000
Q2 2024 Jul 18, 2024	BUY	$159.21 - $168.37 $2,547 - $2,693	16 Added 0.4%	3,999 $656,000
Q1 2024 Apr 15, 2024	BUY	$153.84 - $169.37 $2,461 - $2,709	16 Added 0.4%	3,983 $674,000
Q4 2023 Jan 10, 2024	SELL	$133.66 - $158.41 $32,880 - $38,968	-246 Reduced 5.84%	3,967 $625,000
Q3 2023 Oct 05, 2023	BUY	$141.04 - $155.0 $1,551 - $1,705	11 Added 0.26%	4,213 $596,000
Q2 2023 Jul 13, 2023	BUY	$139.61 - $149.64 $2,652 - $2,843	19 Added 0.45%	4,202 $628,000
Q1 2023 Apr 06, 2023	SELL	$137.35 - $154.96 $21,151 - $23,863	-154 Reduced 3.55%	4,183 $604,000
Q4 2022 Jan 20, 2023	BUY	$128.02 - $149.03 $7,169 - $8,345	56 Added 1.31%	4,337 $0
Q4 2021 Jan 25, 2022	SELL	$150.88 - $163.01 $2,715 - $2,934	-18 Reduced 0.42%	4,281 $697,000
Q3 2021 Oct 21, 2021	SELL	$146.61 - $157.39 $17,299 - $18,572	-118 Reduced 2.67%	4,299 $644,000
Q3 2020 Oct 20, 2020	SELL	$100.38 - $113.96 $18,670 - $21,196	-186 Reduced 4.04%	4,417 $478,000
Q2 2020 Jul 20, 2020	SELL	$79.83 - $113.09 $163,332 - $231,382	-2,046 Reduced 30.77%	4,603 $468,000
Q1 2020 Apr 21, 2020	SELL	$71.66 - $118.71 $231,175 - $382,958	-3,226 Reduced 32.67%	6,649 $559,000
Q4 2019 Jan 23, 2020	SELL	$103.92 - $115.93 $12,470 - $13,911	-120 Reduced 1.2%	9,875 $1.14 Million
Q3 2019 Oct 17, 2019	BUY	$102.4 - $110.18 $4,915 - $5,288	48 Added 0.48%	9,995 $1.08 Million
Q2 2019 Jul 15, 2019	BUY	$100.69 - $108.19 $4,531 - $4,868	45 Added 0.45%	9,947 $1.07 Million
Q1 2019 Apr 16, 2019	BUY	$89.68 - $104.84 $62,776 - $73,388	700 Added 7.61%	9,902 $1.07 Million
Q4 2018 Jan 29, 2019	SELL	$86.19 - $106.81 $80,156 - $99,333	-930 Reduced 9.18%	9,202 $841,000
Q3 2018 Oct 17, 2018	SELL	$101.8 - $108.58 $8,449 - $9,012	-83 Reduced 0.81%	10,132 $1.08 Million
Q2 2018 Jul 18, 2018	BUY	$97.3 - $104.54 $993,919 - $1.07 Million	10,215 New	10,215 $1.04 Million

Others Institutions Holding RSP

# of Institutions

2,140

Shares Held

291M

Call Options Held

9.04M

Put Options Held

18.2M

View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

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