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

Summit Financial Wealth Advisors, LLC

$609 Million
Q3 2025

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 3,412 shares of RSP stock, worth $639,204. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,412

Previous 3,457 1.3%

Holding current value

$639,204

Previous $628,000 3.03%

% of portfolio

0.11%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 03, 2025	SELL	$181.56 - $190.33 $8,170 - $8,564	-45 Reduced 1.3%	3,412 $647,000
Q2 2025 Sep 29, 2025	SELL	$152.93 - $181.74 $2.68 Million - $3.19 Million	-17,535 Reduced 83.53%	3,457 $628,000
Q1 2025 May 14, 2025	SELL	$169.43 - $182.84 $13,384 - $14,444	-79 Reduced 0.37%	20,992 $3.64 Million
Q4 2024 Feb 13, 2025	SELL	$174.22 - $187.62 $106,796 - $115,011	-613 Reduced 2.83%	21,071 $3.69 Million
Q3 2024 Nov 13, 2024	SELL	$162.83 - $179.16 $3,745 - $4,120	-23 Reduced 0.11%	21,684 $3.88 Million

Q1 2024 May 02, 2024	SELL	$153.84 - $169.37 $11,999 - $13,210	-78 Reduced 0.36%	21,707 $3.68 Million
Q1 2023 Apr 10, 2023	SELL	$137.35 - $154.96 $27,057 - $30,527	-197 Reduced 0.9%	21,785 $3.15 Million
Q4 2022 Jan 17, 2023	BUY	$128.02 - $149.03 $2.81 Million - $3.28 Million	21,982 New	21,982 $0

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