Kozak & Associates, Inc. RWL Holdings History
Kozak & Associates, Inc.'s Invesco S&P 500 Revenue ETF Holding Summary
As of 2025-06-30, Kozak & Associates, Inc. held 578,420.00 shares of Invesco S&P 500 Revenue ETF(RWL), totaling $60.75 Mil. This investment constitutes 12.38% of their stock portfolio, and Kozak & Associates, Inc. now holds 1.04% of the outstanding Invesco S&P 500 Revenue ETF(RWL) stock.
The initial trade took place in 2021Q4. And since then Kozak & Associates, Inc. has made 13 purchases of RWL, at an average price of $84.60, for a total of 602,239.00 shares. In addition, there have been 1 sales at an average price of $75.74 for 23,819.00 shares. Based on historical transaction data and RWL's current price of $104.16, Kozak & Associates, Inc.'s estimated gain on his RWL holdings is $11.10 Mil, reflecting a 21.80% gain to date.
Kozak & Associates, Inc. RWL ($104.16) Holding Chart
Kozak & Associates, Inc. RWL ($104.16) 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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