Number of Shares
98,200.00
Current Holdings Value*
$17.85 Mil
% of Portfolio
9.9%
Total Estimate Gain
$1.73 Mil
% of Total Estimate Gain
10.60%

BRIGHT FINANCIAL ADVISORS, INC.'s Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-06-30, BRIGHT FINANCIAL ADVISORS, INC. held 98,200.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $17.85 Mil. This investment constitutes 9.9% of their stock portfolio, and BRIGHT FINANCIAL ADVISORS, INC. now holds 0.02% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2024Q2. And since then BRIGHT FINANCIAL ADVISORS, INC. has made 5 purchases of RSP, at an average price of $166.53, for a total of 98,200.00 shares. Based on historical transaction data and RSP's current price of $184.18, BRIGHT FINANCIAL ADVISORS, INC.'s estimated gain on his RSP holdings is $1.73 Mil, reflecting a 10.60% gain to date.

BRIGHT FINANCIAL ADVISORS, INC. RSP ($184.18) Holding Chart

BRIGHT FINANCIAL ADVISORS, INC. RSP ($184.18) 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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