A detailed history of Peak Retirement Planning, Inc. transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 5,073 shares of RSP stock, worth $950,375. This represents 0.27% of its overall portfolio holdings.

Number of Shares
5,073
Previous 3,066 65.46%
Holding current value
$950,375
Previous $557 Million 72.73%
% of portfolio
0.27%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025

BUY
$181.56 - $190.33 $364,390 - $381,992
2,007 Added 65.46%
5,073 $962 Million
Q2 2025

Nov 04, 2025

BUY
$152.93 - $181.74 $1,835 - $2,180
12 Added 0.39%
3,066 $557 Million
Q1 2025

Nov 04, 2025

SELL
$169.43 - $182.84 $117,923 - $127,256
-696 Reduced 18.56%
3,054 $529 Million
Q4 2024

Feb 20, 2025

BUY
$174.22 - $187.62 $653,325 - $703,575
3,750 New
3,750 $1.02 Billion

Others Institutions Holding RSP

About INVESCO S&P 500 EQUAL WEIGHT E


  • Ticker RSP
  • Sector ETFs
  • Industry ETFs
More about RSP
Track This Portfolio

Track Peak Retirement Planning, Inc. Portfolio

Follow Peak Retirement Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peak Retirement Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Peak Retirement Planning, Inc. with notifications on news.