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

American Portfolios 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
2022 Q3	$163K	Buy	5,458 +1,379	+34%	+$47.4K	0.01%	1102
2022 Q2	$136K	Buy	4,079 +600	+17%	+$22.3K	0.01%	1243
2022 Q1	$141K	Sell	3,479 -646	-16%	-$25.4K	﹤0.01%	1340
2021 Q4	$174K	Buy	4,125 +311	+8%	+$12.3K	0.01%	1230
2021 Q3	$140K	Buy	3,814 +15	+0.4%	+$567	0.01%	1299
2021 Q2	$138K	Buy	3,799 +3,494	+1,146%	+$123K	0.01%	1284
2021 Q1	$9.91K	Buy	305 +25	+9%	+$769	﹤0.01%	2387
2020 Q4	$8.15K	Buy	+280	New	+$7.8K	﹤0.01%	2206

Other funds holding RSPR

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

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

OPWM

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

American Portfolios Advisors's RSPR Position: Q3 2022 in Review

American Portfolios Advisors increased its Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) stake by 34% in Q3 2022, buying an estimated $47.4K and bringing the position to 5,458 shares worth $163K. The position accounts for 0.01% of the portfolio, ranked #1102.

American Portfolios Advisors first reported a position in RSPR in Q4 2020 and has held it in 8 quarters since. The position peaked at $174K in Q4 2021. 49 funds tracked by Wall St. Rank hold RSPR as of Q3 2022.

American Portfolios Advisors held 5,458 shares of Invesco S&P 500 Equal Weight Real Estate ETF worth $163K as of Q3 2022.
American Portfolios Advisors bought 1,379 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q3 2022, an estimated $47.4K.
Invesco S&P 500 Equal Weight Real Estate ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1102 holding.
American Portfolios Advisors first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q4 2020 and has held it in 8 quarters since.
American Portfolios Advisors's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $174K in Q4 2021.
49 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.