Peak Financial Management, Inc. RSP Holdings History
Peak Financial Management, Inc.'s Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, Peak Financial Management, Inc. held 82,911.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $14.36 Mil. This investment constitutes 4.3% of their stock portfolio, and Peak Financial Management, Inc. now holds 0.02% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2024Q3. And since then Peak Financial Management, Inc. has made 3 purchases of RSP, at an average price of $171.85, for a total of 82,911.00 shares. Based on historical transaction data and RSP's current price of $184.18, Peak Financial Management, Inc.'s estimated gain on his RSP holdings is $1.02 Mil, reflecting a 7.18% gain to date.
Peak Financial Management, Inc. RSP ($184.18) Holding Chart
Peak Financial Management, Inc. RSP ($184.18) 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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