Number of Shares
61,306.00
Current Holdings Value*
$10.62 Mil
% of Portfolio
5.56%
Total Estimate Gain
$2.75 Mil
% of Total Estimate Gain
27.51%

Chicago Wealth Management, Inc.'s Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-03-31, Chicago Wealth Management, Inc. held 61,306.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $10.62 Mil. This investment constitutes 5.56% of their stock portfolio, and Chicago Wealth Management, Inc. now holds 0.01% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2020Q2. And since then Chicago Wealth Management, Inc. has made 15 purchases of RSP, at an average price of $142.19, for a total of 70,250.00 shares. In addition, there have been 3 sales at an average price of $145.50 for 8,944.00 shares. Based on historical transaction data and RSP's current price of $186.53, Chicago Wealth Management, Inc.'s estimated gain on his RSP holdings is $2.75 Mil, reflecting a 27.51% gain to date.

Chicago Wealth Management, Inc. RSP ($186.53) Holding Chart

Chicago Wealth Management, Inc. RSP ($186.53) 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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