Number of Shares
19,083.00
Current Holdings Value*
$952,050.00
% of Portfolio
0.44%
Total Estimate Gain
$-20,810.06
% of Total Estimate Gain
-2.07%

O'ROURKE & COMPANY, Inc's Invesco S&P 500 Equal Weight Income Advantage ETF Holding Summary

As of 2025-06-30, O'ROURKE & COMPANY, Inc held 19,083.00 shares of Invesco S&P 500 Equal Weight Income Advantage ETF(RSPA), totaling $952,050.00. This investment constitutes 0.44% of their stock portfolio, and O'ROURKE & COMPANY, Inc now holds 0.27% of the outstanding Invesco S&P 500 Equal Weight Income Advantage ETF(RSPA) stock.

The initial trade took place in 2024Q4. And since then O'ROURKE & COMPANY, Inc has made 2 purchases of RSPA, at an average price of $51.43, for a total of 19,524.00 shares. In addition, there have been 1 sales at an average price of $48.16 for 441.00 shares. Based on historical transaction data and RSPA's current price of $50.42, O'ROURKE & COMPANY, Inc's estimated gain on his RSPA holdings is $-20,810.06, reflecting a -2.07% gain to date.

O'ROURKE & COMPANY, Inc RSPA ($50.42) Holding Chart

O'ROURKE & COMPANY, Inc RSPA ($50.42) 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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