INVESCO EXCHANGE TRADED FD T

Ticker: RSP CUSIP: 46137V357 Class: S&P500 EQL WGT

Evercore Wealth Management, LLC's Holding History (CIK: 0001482689)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 51,505 Value ($000) $9,866 Avg Close Range
Q3 2025
Shares 55,790 Value ($000) $10,583 Avg Close Range
Q2 2025
Shares 59,317 Value ($000) $10,780 Avg Close Range
Q1 2025
Shares 57,469 Value ($000) $9,955 Avg Close Range
Q4 2024
Shares 58,884 Value ($000) $10,318 Avg Close Range
Q3 2024
Shares 57,489 Value ($000) $10,300 Avg Close Range
Q2 2024
Shares 55,389 Value ($000) $9,099 Avg Close Range
Q1 2024
Shares 50,799 Value ($000) $8,604 Avg Close Range
Q4 2023
Shares 20,956 Value ($000) $3,307 Avg Close Range
Q3 2023
Shares 4,354 Value ($000) $617 Avg Close Range
Q2 2023
Shares 1,394 Value ($000) $209 Avg Close Range
Q1 2023
Shares 2,711 Value ($000) $392 Avg Close Range
Q4 2022
Shares 2,698 Value ($000) $381 Avg Close Range
Q3 2022
Shares 2,698 Value ($000) $343 Avg Close Range
Q2 2022
Shares 2,698 Value ($000) $362 Avg Close Range
Q1 2022
Shares 2,698 Value ($000) $426 Avg Close Range
Q4 2021
Shares 2,698 Value ($000) $439 Avg Close Range
Q3 2021
Shares 2,698 Value ($000) $404 Avg Close Range
Q2 2021
Shares 2,698 Value ($000) $407 Avg Close Range
Q1 2021
Shares 2,698 Value ($000) $382 Avg Close Range
Q4 2020
Shares 2,698 Value ($000) $344 Avg Close Range
Q3 2020
Shares 2,698 Value ($000) $292 Avg Close Range
Q2 2020
Shares 2,610 Value ($000) $266 Avg Close Range
Q1 2020
Shares 3,810 Value ($000) $320 Avg Close Range
Q4 2019
Shares 3,810 Value ($000) $441 Avg Close Range
Q3 2019
Shares 3,815 Value ($000) $412 Avg Close Range
Q2 2019
Shares 3,815 Value ($000) $411 Avg Close Range
Q1 2019
Shares 3,815 Value ($000) $398 Avg Close Range
Q4 2018
Shares 3,298 Value ($000) $301 Avg Close Range
Q3 2018
Shares 3,298 Value ($000) $352 Avg Close Range
Q2 2018
Shares 3,298 Value ($000) $336 Avg Close Range