Capital Advisors, Ltd. LLC RSP Holdings History
Capital Advisors, Ltd. LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, Capital Advisors, Ltd. LLC held 107,089.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $18.55 Mil. This investment constitutes 2.44% of their stock portfolio, and Capital Advisors, Ltd. LLC now holds 0.03% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2017Q1. And since then Capital Advisors, Ltd. LLC has made 20 purchases of RSP, at an average price of $119.55, for a total of 143,298.00 shares. In addition, there have been 9 sales at an average price of $106.84 for 36,209.00 shares. Based on historical transaction data and RSP's current price of $184.61, Capital Advisors, Ltd. LLC's estimated gain on his RSP holdings is $6.51 Mil, reflecting a 37.99% gain to date.
Capital Advisors, Ltd. LLC RSP ($184.61) Holding Chart
Capital Advisors, Ltd. LLC RSP ($184.61) 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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