Number of Shares
28,834.00
Current Holdings Value*
$4.99 Mil
% of Portfolio
3.48%
Total Estimate Gain
$579,856.48
% of Total Estimate Gain
8.06%

Pinnacle Wealth Management Group, Inc.'s Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-03-31, Pinnacle Wealth Management Group, Inc. held 28,834.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $4.99 Mil. This investment constitutes 3.48% of their stock portfolio, and Pinnacle Wealth Management Group, Inc. now holds 0.01% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2021Q2. And since then Pinnacle Wealth Management Group, Inc. has made 10 purchases of RSP, at an average price of $157.70, for a total of 45,634.00 shares. In addition, there have been 4 sales at an average price of $146.76 for 16,800.00 shares. Based on historical transaction data and RSP's current price of $184.18, Pinnacle Wealth Management Group, Inc.'s estimated gain on his RSP holdings is $579,856.48, reflecting a 8.06% gain to date.

Pinnacle Wealth Management Group, Inc. RSP ($184.18) Holding Chart

Pinnacle Wealth Management Group, 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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