INVESCO EXCHANGE TRADED FD T

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

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

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

Q4 2025
Shares 14,038 Value ($000) $2,689 Avg Close — Range —
Q3 2025
Shares 14,037 Value ($000) $2,663 Avg Close — Range —
Q2 2025
Shares 13,798 Value ($000) $2,508 Avg Close — Range —
Q1 2025
Shares 13,798 Value ($000) $2,390 Avg Close — Range —
Q4 2024
Shares 13,798 Value ($000) $2,418 Avg Close — Range —
Q3 2024
Shares 13,242 Value ($000) $2,372 Avg Close — Range —
Q2 2024
Shares 13,242 Value ($000) $2,175 Avg Close — Range —
Q1 2024
Shares 13,242 Value ($000) $2,243 Avg Close — Range —
Q4 2023
Shares 13,498 Value ($000) $2,130 Avg Close — Range —
Q3 2023
Shares 13,498 Value ($000) $1,913 Avg Close — Range —
Q2 2023
Shares 13,498 Value ($000) $2,020 Avg Close — Range —
Q1 2023
Shares 13,456 Value ($000) $1,946 Avg Close — Range —
Q4 2022
Shares 19,176 Value ($000) $2,709 Avg Close — Range —
Q3 2022
Shares 14,199 Value ($000) $1,807 Avg Close — Range —
Q2 2022
Shares 14,392 Value ($000) $1,932 Avg Close — Range —
Q1 2022
Shares 14,684 Value ($000) $2,316 Avg Close — Range —
Q4 2021
Shares 13,893 Value ($000) $2,261 Avg Close — Range —
Q3 2021
Shares 13,891 Value ($000) $2,081,114 Avg Close — Range —
Q2 2021
Shares 13,889 Value ($000) $2,093,448 Avg Close — Range —
Q1 2021
Shares 13,885 Value ($000) $1,967,007 Avg Close — Range —
Q4 2020
Shares 13,883 Value ($000) $1,771 Avg Close — Range —
Q3 2020
Shares 13,835 Value ($000) $1,495,651 Avg Close — Range —
Q2 2020
Shares 13,832 Value ($000) $1,407,497 Avg Close — Range —
Q1 2020
Shares 531,723 Value ($000) $44,675,359 Avg Close — Range —
Q4 2019
Shares 905,222 Value ($000) $104,752,310 Avg Close — Range —
Q3 2019
Shares 849,863 Value ($000) $91,853 Avg Close — Range —
Q2 2019
Shares 778,432 Value ($000) $83,914,924 Avg Close — Range —
Q1 2019
Shares 750,498 Value ($000) $78,381,979 Avg Close — Range —
Q4 2018
Shares 530,050 Value ($000) $48,446 Avg Close — Range —
Q3 2018
Shares 228,116 Value ($000) $24,365 Avg Close — Range —