Advisor Group’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

Advisor Group’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
2019 Q4	$3K	Buy	79 +29	+58%	+$912	﹤0.01%	4875
2019 Q3	$2K	Hold	50	–	–	﹤0.01%	4996
2019 Q2	$1K	Hold	50	–	–	﹤0.01%	5139
2019 Q1	$1K	Hold	50	–	–	﹤0.01%	5109
2018 Q4	$1K	Buy	+50	New	+$1.35K	﹤0.01%	4998
2018 Q3	–	Sell	-150	Closed	-$4K	–	5200
2018 Q2	$4K	Hold	150	–	–	﹤0.01%	4475
2018 Q1	$4K	Hold	150	–	–	﹤0.01%	4508
2017 Q4	$4K	Buy	+150	New	+$4.18K	﹤0.01%	4508
2016 Q4	–	Sell	-6,609	Closed	-$181K	–	4600
2016 Q3	$181K	Buy	+6,609	New	+$185K	﹤0.01%	1593

Other funds holding RSPR

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

SFSG

Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return

Advisor Group's RSPR Position: Q4 2019 in Review

Advisor Group increased its Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) stake by 58% in Q4 2019, buying an estimated $912 and bringing the position to 79 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #4875.

Advisor Group first reported a position in RSPR in Q3 2016 and has held it in 9 quarters since. The position peaked at $181K in Q3 2016. 28 funds tracked by Wall St. Rank hold RSPR as of Q4 2019.

Advisor Group held 79 shares of Invesco S&P 500 Equal Weight Real Estate ETF worth $3K as of Q4 2019.
Advisor Group bought 29 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q4 2019, an estimated $912.
Invesco S&P 500 Equal Weight Real Estate ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4875 holding.
Advisor Group first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q3 2016 and has held it in 9 quarters since.
Advisor Group's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $181K in Q3 2016.
28 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.