Joule Financial, LLC RSP Holdings History
Joule Financial, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-06-30, Joule Financial, LLC held 220,300.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $40.04 Mil. This investment constitutes 13% of their stock portfolio, and Joule Financial, LLC now holds 0.05% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2022Q4. And since then Joule Financial, LLC has made 11 purchases of RSP, at an average price of $150.97, for a total of 220,300.00 shares. Based on historical transaction data and RSP's current price of $187.25, Joule Financial, LLC's estimated gain on his RSP holdings is $7.99 Mil, reflecting a 24.03% gain to date.
Joule Financial, LLC RSP ($187.25) Holding Chart
Joule Financial, LLC RSP ($187.25) 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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