Number of Shares
97,695.00
Current Holdings Value*
$17.76 Mil
% of Portfolio
4.49%
Total Estimate Gain
$4.56 Mil
% of Total Estimate Gain
30.49%

Compton Wealth Advisory Group, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-06-30, Compton Wealth Advisory Group, LLC held 97,695.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $17.76 Mil. This investment constitutes 4.49% of their stock portfolio, and Compton Wealth Advisory Group, LLC now holds 0.02% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2018Q4. And since then Compton Wealth Advisory Group, LLC has made 18 purchases of RSP, at an average price of $137.36, for a total of 108,839.00 shares. In addition, there have been 8 sales at an average price of $135.87 for 11,144.00 shares. Based on historical transaction data and RSP's current price of $184.18, Compton Wealth Advisory Group, LLC's estimated gain on his RSP holdings is $4.56 Mil, reflecting a 30.49% gain to date.

Compton Wealth Advisory Group, LLC RSP ($184.18) Holding Chart

Compton Wealth Advisory Group, LLC 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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