Number of Shares
153,323.00
Current Holdings Value*
$26.56 Mil
% of Portfolio
1.99%
Total Estimate Gain
$4.92 Mil
% of Total Estimate Gain
3.82%

MONEY CONCEPTS CAPITAL CORP's Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-03-31, MONEY CONCEPTS CAPITAL CORP held 153,323.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $26.56 Mil. This investment constitutes 1.99% of their stock portfolio, and MONEY CONCEPTS CAPITAL CORP now holds 0.04% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2020Q4. And since then MONEY CONCEPTS CAPITAL CORP has made 13 purchases of RSP, at an average price of $144.90, for a total of 887,639.00 shares. In addition, there have been 2 sales at an average price of $143.53 for 734,316.00 shares. Based on historical transaction data and RSP's current price of $183.55, MONEY CONCEPTS CAPITAL CORP's estimated gain on his RSP holdings is $4.92 Mil, reflecting a 3.82% gain to date.

MONEY CONCEPTS CAPITAL CORP RSP ($183.55) Holding Chart

MONEY CONCEPTS CAPITAL CORP RSP ($183.55) 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