Number of Shares
151,184.00
Current Holdings Value*
$26.19 Mil
% of Portfolio
17.22%
Total Estimate Gain
$7.54 Mil
% of Total Estimate Gain
28.24%

Sebold Capital Management, Inc.'s Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-03-31, Sebold Capital Management, Inc. held 151,184.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $26.19 Mil. This investment constitutes 17.22% of their stock portfolio, and Sebold Capital Management, Inc. now holds 0.04% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2022Q4. And since then Sebold Capital Management, Inc. has made 2 purchases of RSP, at an average price of $138.89, for a total of 192,131.00 shares. In addition, there have been 6 sales at an average price of $155.75 for 40,947.00 shares. Based on historical transaction data and RSP's current price of $184.18, Sebold Capital Management, Inc.'s estimated gain on his RSP holdings is $7.54 Mil, reflecting a 28.24% gain to date.

Sebold Capital Management, Inc. RSP ($184.18) Holding Chart

Sebold Capital 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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