Number of Shares
401,905.00
Current Holdings Value*
$69.62 Mil
% of Portfolio
0.34%
Total Estimate Gain
$30.33 Mil
% of Total Estimate Gain
21.97%

Kestra Advisory Services, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-03-31, Kestra Advisory Services, LLC held 401,905.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $69.62 Mil. This investment constitutes 0.34% of their stock portfolio, and Kestra Advisory Services, LLC now holds 0.1% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2020Q3. And since then Kestra Advisory Services, LLC has made 13 purchases of RSP, at an average price of $146.08, for a total of 944,777.00 shares. In addition, there have been 5 sales at an average price of $171.52 for 542,872.00 shares. Based on historical transaction data and RSP's current price of $187.19, Kestra Advisory Services, LLC's estimated gain on his RSP holdings is $30.33 Mil, reflecting a 21.97% gain to date.

Kestra Advisory Services, LLC RSP ($187.19) Holding Chart

Kestra Advisory Services, LLC RSP ($187.19) 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 %

Top Ranked Articles

  • 1