Number of Shares
40,562.00
Current Holdings Value*
$7.03 Mil
% of Portfolio
7.01%
Total Estimate Gain
$207,739.04
% of Total Estimate Gain
2.83%

FORTRESS FINANCIAL GROUP, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-03-31, FORTRESS FINANCIAL GROUP, LLC held 40,562.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $7.03 Mil. This investment constitutes 7.01% of their stock portfolio, and FORTRESS FINANCIAL GROUP, LLC now holds 0.01% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2024Q4. And since then FORTRESS FINANCIAL GROUP, LLC has made 1 purchases of RSP, at an average price of $180.66, for a total of 40,562.00 shares. Based on historical transaction data and RSP's current price of $185.78, FORTRESS FINANCIAL GROUP, LLC's estimated gain on his RSP holdings is $207,739.04, reflecting a 2.83% gain to date.

FORTRESS FINANCIAL GROUP, LLC RSP ($185.78) Holding Chart

FORTRESS FINANCIAL GROUP, LLC RSP ($185.78) 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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