Number of Shares
239,657.00
Current Holdings Value*
$41.52 Mil
% of Portfolio
0.25%
Total Estimate Gain
$7.05 Mil
% of Total Estimate Gain
13.54%

AVANTAX ADVISORY SERVICES, INC.'s Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-03-31, AVANTAX ADVISORY SERVICES, INC. held 239,657.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $41.52 Mil. This investment constitutes 0.25% of their stock portfolio, and AVANTAX ADVISORY SERVICES, INC. now holds 0.06% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2018Q4. And since then AVANTAX ADVISORY SERVICES, INC. has made 16 purchases of RSP, at an average price of $150.67, for a total of 345,448.00 shares. In addition, there have been 9 sales at an average price of $136.19 for 105,791.00 shares. Based on historical transaction data and RSP's current price of $186.48, AVANTAX ADVISORY SERVICES, INC.'s estimated gain on his RSP holdings is $7.05 Mil, reflecting a 13.54% gain to date.

AVANTAX ADVISORY SERVICES, INC. RSP ($186.48) Holding Chart

AVANTAX ADVISORY SERVICES, INC. RSP ($186.48) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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