Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$7.93 Mil
% of Total Estimate Gain
10.21%

WESTWOOD BROADMARK TACTICAL GROWTH FUND's Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-04-30, WESTWOOD BROADMARK TACTICAL GROWTH FUND held - shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling N/A. This investment constitutes 0% of their stock portfolio, and WESTWOOD BROADMARK TACTICAL GROWTH FUND now holds 0% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2023Q3. And since then WESTWOOD BROADMARK TACTICAL GROWTH FUND has made 2 purchases of RSP, at an average price of $149.74, for a total of 519,141.00 shares. In addition, there have been 5 sales at an average price of $165.02 for 519,141.00 shares. Based on historical transaction data and RSP's current price of $185.18, WESTWOOD BROADMARK TACTICAL GROWTH FUND's estimated gain on his RSP holdings is $7.93 Mil, reflecting a 10.21% gain to date.

WESTWOOD BROADMARK TACTICAL GROWTH FUND RSP ($185.18) Holding Chart

WESTWOOD BROADMARK TACTICAL GROWTH FUND RSP ($185.18) 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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