Number of Shares
22,533.00
Current Holdings Value*
$4.10 Mil
% of Portfolio
0.48%
Total Estimate Gain
$2.65 Mil
% of Total Estimate Gain
18.10%

SHEETS SMITH WEALTH MANAGEMENT's Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-06-30, SHEETS SMITH WEALTH MANAGEMENT held 22,533.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $4.10 Mil. This investment constitutes 0.48% of their stock portfolio, and SHEETS SMITH WEALTH MANAGEMENT now holds 0.01% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2013Q3. And since then SHEETS SMITH WEALTH MANAGEMENT has made 30 purchases of RSP, at an average price of $124.82, for a total of 117,173.00 shares. In addition, there have been 18 sales at an average price of $138.66 for 94,640.00 shares. Based on historical transaction data and RSP's current price of $184.18, SHEETS SMITH WEALTH MANAGEMENT's estimated gain on his RSP holdings is $2.65 Mil, reflecting a 18.10% gain to date.

SHEETS SMITH WEALTH MANAGEMENT RSP ($184.18) Holding Chart

SHEETS SMITH WEALTH MANAGEMENT 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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