Youngs Advisory Group, Inc. Invesco S&P 500 Equal Weight E Transaction History

Youngs Advisory Group, Inc.

$236 Million
Q4 2024

A detailed history of Youngs Advisory Group, Inc. transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Youngs Advisory Group, Inc. holds 116,780 shares of RSP stock, worth $21.4 Million. This represents 8.69% of its overall portfolio holdings.

Number of Shares

116,780

Previous 117,739 0.81%

Holding current value

$21.4 Million

Previous $21.1 Million 2.99%

% of portfolio

8.69%

Previous 8.76%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$174.22 - $187.62 $167,076 - $179,927	-959 Reduced 0.81%	116,780 $20.5 Million
Q3 2024 Nov 07, 2024	BUY	$162.83 - $179.16 $57,804 - $63,601	355 Added 0.3%	117,739 $21.1 Million
Q2 2024 Jul 19, 2024	BUY	$159.21 - $168.37 $490,207 - $518,411	3,079 Added 2.69%	117,384 $19.3 Million
Q1 2024 May 03, 2024	BUY	$153.84 - $169.37 $3.8 Million - $4.19 Million	24,727 Added 27.6%	114,305 $19.4 Million
Q4 2023 Jan 31, 2024	BUY	$133.66 - $158.41 $614,435 - $728,210	4,597 Added 5.41%	89,578 $14.1 Million
Q3 2023 Nov 02, 2023	BUY	$141.04 - $155.0 $451,045 - $495,690	3,198 Added 3.91%	84,981 $12 Million
Q2 2023 Aug 10, 2023	BUY	$139.61 - $149.64 $117,412 - $125,847	841 Added 1.04%	81,783 $12.2 Million
Q1 2023 May 02, 2023	BUY	$137.35 - $154.96 $524,402 - $591,637	3,818 Added 4.95%	80,942 $11.7 Million
Q4 2022 Jan 25, 2023	BUY	$128.02 - $149.03 $642,020 - $747,385	5,015 Added 6.95%	77,124 $0
Q3 2022 Oct 18, 2022	BUY	$127.28 - $152.39 $432,497 - $517,821	3,398 Added 4.95%	72,109 $9.18 Million
Q2 2022 Jul 13, 2022	BUY	$130.84 - $158.96 $2.76 Million - $3.35 Million	21,061 Added 44.2%	68,711 $9.22 Million
Q1 2022 Apr 29, 2022	BUY	$148.26 - $164.2 $6.22 Million - $6.88 Million	41,924 Added 732.17%	47,650 $7.52 Million
Q4 2021 Jan 26, 2022	BUY	$150.88 - $163.01 $81,626 - $88,188	541 Added 10.43%	5,726 $932,000
Q1 2021 Apr 14, 2021	SELL	$125.7 - $142.8 $114,387 - $129,948	-910 Reduced 14.93%	5,185 $735,000
Q4 2020 Jan 19, 2021	SELL	$106.78 - $127.54 $35,237 - $42,088	-330 Reduced 5.14%	6,095 $777,000
Q3 2020 Oct 22, 2020	SELL	$100.38 - $113.96 $395,597 - $449,116	-3,941 Reduced 38.02%	6,425 $695,000
Q2 2020 Jul 28, 2020	SELL	$79.83 - $113.09 $15.2 Million - $21.6 Million	-190,792 Reduced 94.85%	10,366 $1.06 Million
Q1 2020 Apr 28, 2020	BUY	$71.66 - $118.71 $1.77 Million - $2.94 Million	24,741 Added 14.02%	201,158 $16.9 Million
Q4 2019 Feb 04, 2020	BUY	$103.92 - $115.93 $229,143 - $255,625	2,205 Added 1.27%	176,417 $20.4 Million
Q3 2019 Oct 29, 2019	BUY	$102.4 - $110.18 $567,398 - $610,507	5,541 Added 3.29%	174,212 $18.8 Million
Q2 2019 Jul 16, 2019	BUY	$100.69 - $108.19 $557,822 - $599,372	5,540 Added 3.4%	168,671 $18.2 Million
Q1 2019 Apr 30, 2019	BUY	$89.68 - $104.84 $2.58 Million - $3.02 Million	28,808 Added 21.45%	163,131 $17 Million
Q4 2018 Feb 12, 2019	BUY	$86.19 - $106.81 $912,838 - $1.13 Million	10,591 Added 8.56%	134,323 $12.3 Million
Q3 2018 Nov 01, 2018	BUY	$101.8 - $108.58 $243,098 - $259,289	2,388 Added 1.97%	123,732 $13.2 Million
Q2 2018 Aug 07, 2018	BUY	$97.3 - $104.54 $11.8 Million - $12.7 Million	121,344 New	121,344 $12.4 Million

Others Institutions Holding RSP

# of Institutions

2,060

Shares Held

282M

Call Options Held

8.9M

Put Options Held

17.2M

View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

Ticker RSP
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Youngs Advisory Group, Inc. Invesco S&P 500 Equal Weight E Transaction History