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

Allworth Financial’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
2024 Q3	–	Sell	-1	Closed	-$33	–	3816
2024 Q2	$33	Hold	1	–	–	﹤0.01%	3640
2024 Q1	$31	Hold	1	–	–	﹤0.01%	3545
2023 Q4	$31	Hold	1	–	–	﹤0.01%	3388
2023 Q3	$27	Hold	1	–	–	﹤0.01%	3386
2023 Q2	$29	Buy	+1	New	+$30	﹤0.01%	3207
2018 Q3	–	Sell	-55	Closed	-$2K	–	975
2018 Q2	$2K	Buy	+55	New	+$1.45K	﹤0.01%	822

Other funds holding RSPR

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

OPWM

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

Allworth Financial's RSPR Position: Q3 2024 in Review

Allworth Financial sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q3 2024, closing a stake of 1 share — an estimated $33 sold.

Allworth Financial first reported a position in RSPR in Q2 2018 and held it in 6 quarters. The position peaked at $2K in Q2 2018. 51 funds tracked by Wall St. Rank hold RSPR as of Q3 2024.

Allworth Financial reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q3 2024 after selling out during the quarter.
Allworth Financial sold 1 Invesco S&P 500 Equal Weight Real Estate ETF share in Q3 2024, an estimated $33.
Allworth Financial first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q2 2018 and held it in 6 quarters.
Allworth Financial's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $2K in Q2 2018.
51 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q3 2024.

Based on Allworth Financial's 13F filing for Q3 2024, filed 23 Oct 2024.