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Acorn Wealth Advisors’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

Acorn Wealth Advisors’s Portfolio RSPR Stock Details RSPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-261
Closed -$7K – 744
2018
Q1 		$7K Sell
261
-309
-54% -$8.02K 0.01% 580
2017
Q4 		$15K Buy
+570
New +$15.9K 0.01% 427

Other funds holding RSPR

SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Acorn Wealth Advisors's RSPR Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q2 2018, closing a stake of 261 shares — an estimated $7K sold.

Acorn Wealth Advisors first reported a position in RSPR in Q4 2017 and held it in 2 quarters. The position peaked at $15K in Q4 2017. 23 funds tracked by Wall St. Rank hold RSPR as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 261 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q2 2018, an estimated $7K.
  • Acorn Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $15K in Q4 2017.
  • 23 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.