Number of Shares
74,351.00
Current Holdings Value*
$13.51 Mil
% of Portfolio
2.5%
Total Estimate Gain
$3.69 Mil
% of Total Estimate Gain
22.29%

Matthew Goff Investment Advisor, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-06-30, Matthew Goff Investment Advisor, LLC held 74,351.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $13.51 Mil. This investment constitutes 2.5% of their stock portfolio, and Matthew Goff Investment Advisor, LLC now holds 0.02% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2020Q4. And since then Matthew Goff Investment Advisor, LLC has made 14 purchases of RSP, at an average price of $147.75, for a total of 112,067.00 shares. In addition, there have been 5 sales at an average price of $170.43 for 37,716.00 shares. Based on historical transaction data and RSP's current price of $185.89, Matthew Goff Investment Advisor, LLC's estimated gain on his RSP holdings is $3.69 Mil, reflecting a 22.29% gain to date.

Matthew Goff Investment Advisor, LLC RSP ($185.89) Holding Chart

Matthew Goff Investment Advisor, LLC RSP ($185.89) 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