Number of Shares
601,594.00
Current Holdings Value*
$104.21 Mil
% of Portfolio
1.62%
Total Estimate Gain
$5.90 Mil
% of Total Estimate Gain
5.37%

Clearstead Advisors, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-03-31, Clearstead Advisors, LLC held 601,594.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $104.21 Mil. This investment constitutes 1.62% of their stock portfolio, and Clearstead Advisors, LLC now holds 0.15% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2018Q2. And since then Clearstead Advisors, LLC has made 13 purchases of RSP, at an average price of $172.46, for a total of 636,647.00 shares. In addition, there have been 6 sales at an average price of $135.44 for 35,053.00 shares. Based on historical transaction data and RSP's current price of $184.42, Clearstead Advisors, LLC's estimated gain on his RSP holdings is $5.90 Mil, reflecting a 5.37% gain to date.

Clearstead Advisors, LLC RSP ($184.42) Holding Chart

Clearstead Advisors, LLC RSP ($184.42) 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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