Number of Shares
108,462.00
Current Holdings Value*
$18.79 Mil
% of Portfolio
5.31%
Total Estimate Gain
$8.01 Mil
% of Total Estimate Gain
40.03%

WealthBridge Capital Management, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-03-31, WealthBridge Capital Management, LLC held 108,462.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $18.79 Mil. This investment constitutes 5.31% of their stock portfolio, and WealthBridge Capital Management, LLC now holds 0.03% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2018Q4. And since then WealthBridge Capital Management, LLC has made 10 purchases of RSP, at an average price of $114.51, for a total of 174,803.00 shares. In addition, there have been 14 sales at an average price of $116.08 for 66,341.00 shares. Based on historical transaction data and RSP's current price of $187.43, WealthBridge Capital Management, LLC's estimated gain on his RSP holdings is $8.01 Mil, reflecting a 40.03% gain to date.

WealthBridge Capital Management, LLC RSP ($187.43) Holding Chart

WealthBridge Capital Management, LLC RSP ($187.43) 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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