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

Atria Investments’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
Q4 		– Sell
-48,788
Closed -$1.85M – 1968
2024
Q3 		$1.85M Buy
48,788
+14,248
+41% +$510K 0.02% 692
2024
Q2 		$1.13M Buy
+34,540
New +$1.1M 0.01% 877

Other funds holding RSPR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Atria Investments's RSPR Position: Q4 2024 in Review

Atria Investments sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q4 2024, closing a stake of 48,788 shares — an estimated $1.85M sold.

Atria Investments first reported a position in RSPR in Q2 2024 and held it in 2 quarters. The position peaked at $1.85M in Q3 2024. 56 funds tracked by Wall St. Rank hold RSPR as of Q4 2024.

  • Atria Investments reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Atria Investments sold 48,788 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q4 2024, an estimated $1.85M.
  • Atria Investments first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q2 2024 and held it in 2 quarters.
  • Atria Investments's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $1.85M in Q3 2024.
  • 56 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q4 2024.

Based on Atria Investments's 13F filing for Q4 2024, filed 6 Feb 2025.