Number of Shares
1,447.00
Current Holdings Value*
$238,990.00
% of Portfolio
0.13%
Total Estimate Gain
$3.08 Mil
% of Total Estimate Gain
17.19%

Clarus Wealth Advisors's Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-03-31, Clarus Wealth Advisors held 1,447.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $238,990.00. This investment constitutes 0.13% of their stock portfolio, and Clarus Wealth Advisors now holds 0% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2018Q2. And since then Clarus Wealth Advisors has made 10 purchases of RSP, at an average price of $136.15, for a total of 131,376.00 shares. In addition, there have been 14 sales at an average price of $159.32 for 129,929.00 shares. Based on historical transaction data and RSP's current price of $180.89, Clarus Wealth Advisors's estimated gain on his RSP holdings is $3.08 Mil, reflecting a 17.19% gain to date.

Clarus Wealth Advisors RSP ($180.89) Holding Chart

Clarus Wealth Advisors RSP ($180.89) 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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