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

Wealth Forward, LLC

$172 Billion
Q3 2025

A detailed history of Wealth Forward, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Wealth Forward, LLC holds 100,348 shares of RSP stock, worth $18.8 Million. This represents 11.05% of its overall portfolio holdings.

Number of Shares

100,348

Previous 114,506 12.36%

Holding current value

$18.8 Million

Previous $20.8 Billion 8.53%

% of portfolio

11.05%

Previous 13.98%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$181.56 - $190.33 $2.57 Million - $2.69 Million	-14,158 Reduced 12.36%	100,348 $19 Billion
Q2 2025 Aug 07, 2025	SELL	$152.93 - $181.74 $170,211 - $202,276	-1,113 Reduced 0.96%	114,506 $20.8 Billion
Q1 2025 May 07, 2025	SELL	$169.43 - $182.84 $222,631 - $240,251	-1,314 Reduced 1.12%	115,619 $20 Billion
Q4 2024 Jan 22, 2025	SELL	$174.22 - $187.62 $252,270 - $271,673	-1,448 Reduced 1.22%	116,933 $20.5 Billion
Q3 2024 Oct 28, 2024	SELL	$162.83 - $179.16 $1.2 Million - $1.33 Million	-7,399 Reduced 5.88%	118,381 $21.2 Billion

Q2 2024 Jul 19, 2024	BUY	$159.21 - $168.37 $48,559 - $51,352	305 Added 0.24%	125,780 $20.7 Billion
Q1 2024 May 07, 2024	BUY	$153.84 - $169.37 $15,691 - $17,275	102 Added 0.08%	125,475 $21.3 Billion
Q4 2023 Feb 21, 2024	BUY	$133.66 - $158.41 $16.8 Million - $19.9 Million	125,373 New	125,373 $19.8 Billion

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
Sector ETFs
Industry ETFs

More about RSP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Forward, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Forward, LLC with notifications on news.

Account

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