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

Baird Financial 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
2023 Q4	–	Sell	-60,264	Closed	-$1.72M	–	1794
2023 Q3	$1.72M	Buy	60,264 +1,281	+2%	+$39.7K	﹤0.01%	951
2023 Q2	$1.84M	Buy	58,983 +2,590	+5%	+$78.9K	﹤0.01%	934
2023 Q1	$1.73M	Buy	56,393 +3,028	+6%	+$96.5K	﹤0.01%	929
2022 Q4	$1.64M	Buy	53,365 +5,301	+11%	+$163K	﹤0.01%	936
2022 Q3	$1.44M	Buy	48,064 +531	+1%	+$18.3K	﹤0.01%	948
2022 Q2	$1.59M	Buy	+47,533	New	+$1.76M	﹤0.01%	930

Other funds holding RSPR

GKWIM

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

Schaeffer Financial Rockville, Maryland $119M AUM 12.28% 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

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

OPWM

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

IFA

Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return

RJFSA

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

FFG

Fortem Financial Group Palm Desert, California $399M AUM 47.19% 1-Year Est. Return

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

Baird Financial Group's RSPR Position: Q4 2023 in Review

Baird Financial Group sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q4 2023, closing a stake of 60,264 shares — an estimated $1.72M sold.

Baird Financial Group first reported a position in RSPR in Q2 2022 and held it in 6 quarters. The position peaked at $1.84M in Q2 2023. 52 funds tracked by Wall St. Rank hold RSPR as of Q4 2023.

Baird Financial Group reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q4 2023 after selling out during the quarter.
Baird Financial Group sold 60,264 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q4 2023, an estimated $1.72M.
Baird Financial Group first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q2 2022 and held it in 6 quarters.
Baird Financial Group's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $1.84M in Q2 2023.
52 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q4 2023.

Based on Baird Financial Group's 13F filing for Q4 2023, filed 14 Feb 2024.