Stone Point Wealth LLC Invesco S&P 500 Equal Weight E Transaction History

Stone Point Wealth LLC

$347 Million
Q3 2025

A detailed history of Stone Point Wealth LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Stone Point Wealth LLC holds 31,321 shares of RSP stock, worth $5.87 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares

31,321

Previous 32,213 2.77%

Holding current value

$5.87 Million

Previous $5.85 Million 1.49%

% of portfolio

1.71%

Previous 1.84%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$181.56 - $190.33 $161,951 - $169,774	-892 Reduced 2.77%	31,321 $5.94 Million
Q2 2025 Jul 17, 2025	SELL	$152.93 - $181.74 $61,172 - $72,696	-400 Reduced 1.23%	32,213 $5.85 Million
Q1 2025 Apr 24, 2025	BUY	$169.43 - $182.84 $216,023 - $233,121	1,275 Added 4.07%	32,613 $5.65 Million
Q4 2024 Jan 28, 2025	BUY	$174.22 - $187.62 $638,167 - $687,252	3,663 Added 13.24%	31,338 $5.49 Million
Q3 2024 Oct 31, 2024	BUY	$162.83 - $179.16 $347,153 - $381,969	2,132 Added 8.35%	27,675 $4.96 Million

Q2 2024 Jul 30, 2024	BUY	$159.21 - $168.37 $526,348 - $556,631	3,306 Added 14.87%	25,543 $4.2 Million
Q1 2024 May 01, 2024	BUY	$153.84 - $169.37 $1.07 Million - $1.18 Million	6,945 Added 45.42%	22,237 $3.77 Million
Q4 2023 Jan 26, 2024	BUY	$133.66 - $158.41 $802,494 - $951,093	6,004 Added 64.64%	15,292 $2.41 Million
Q3 2023 Oct 25, 2023	SELL	$141.04 - $155.0 $30,605 - $33,635	-217 Reduced 2.28%	9,288 $1.32 Million
Q2 2023 Jul 25, 2023	BUY	$139.61 - $149.64 $142,262 - $152,483	1,019 Added 12.01%	9,505 $1.42 Million
Q1 2023 Apr 20, 2023	BUY	$137.35 - $154.96 $7,966 - $8,987	58 Added 0.69%	8,486 $1.23 Million
Q4 2022 Jan 20, 2023	BUY	$128.02 - $149.03 $842,499 - $980,766	6,581 Added 356.31%	8,428 $0
Q3 2022 Nov 03, 2022	SELL	$127.28 - $152.39 $15,146 - $18,134	-119 Reduced 6.05%	1,847 $235,000
Q2 2022 Jul 19, 2022	SELL	$130.84 - $158.96 $46,317 - $56,271	-354 Reduced 15.26%	1,966 $264,000
Q1 2022 Apr 29, 2022	BUY	$148.26 - $164.2 $343,963 - $380,944	2,320 New	2,320 $368,000

Others Institutions Holding RSP

# of Institutions

2,226

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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Stone Point Wealth LLC Invesco S&P 500 Equal Weight E Transaction History