Number of Shares
24,363.00
Current Holdings Value*
$1.22 Mil
% of Portfolio
0.56%
Total Estimate Gain
$86,123.21
% of Total Estimate Gain
6.65%

Joseph P. Lucia & Associates, LLC's Invesco S&P 500 Equal Weight Consumer Discretionary ETF Holding Summary

As of 2025-03-31, Joseph P. Lucia & Associates, LLC held 24,363.00 shares of Invesco S&P 500 Equal Weight Consumer Discretionary ETF(RSPD), totaling $1.22 Mil. This investment constitutes 0.56% of their stock portfolio, and Joseph P. Lucia & Associates, LLC now holds 0.62% of the outstanding Invesco S&P 500 Equal Weight Consumer Discretionary ETF(RSPD) stock.

The initial trade took place in 2025Q1. And since then Joseph P. Lucia & Associates, LLC has made 1 purchases of RSPD, at an average price of $53.15, for a total of 24,363.00 shares. Based on historical transaction data and RSPD's current price of $56.69, Joseph P. Lucia & Associates, LLC's estimated gain on his RSPD holdings is $86,123.21, reflecting a 6.65% gain to date.

Joseph P. Lucia & Associates, LLC RSPD ($56.69) Holding Chart

Joseph P. Lucia & Associates, LLC RSPD ($56.69) 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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