Number of Shares
210,530.00
Current Holdings Value*
$36.47 Mil
% of Portfolio
4.1%
Total Estimate Gain
$27.70 Mil
% of Total Estimate Gain
38.58%

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

As of 2025-03-31, Heck Capital Advisors, LLC held 210,530.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $36.47 Mil. This investment constitutes 4.1% of their stock portfolio, and Heck Capital Advisors, LLC now holds 0.05% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2020Q2. And since then Heck Capital Advisors, LLC has made 5 purchases of RSP, at an average price of $107.38, for a total of 668,791.00 shares. In addition, there have been 6 sales at an average price of $133.21 for 458,261.00 shares. Based on historical transaction data and RSP's current price of $182.76, Heck Capital Advisors, LLC's estimated gain on his RSP holdings is $27.70 Mil, reflecting a 38.58% gain to date.

Heck Capital Advisors, LLC RSP ($182.76) Holding Chart

Heck Capital Advisors, LLC RSP ($182.76) 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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