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Beacon Harbor Wealth Advisors’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

Beacon Harbor Wealth 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
Q1 		– Sell
-242,878
Closed -$10.3M – 82
2021
Q4 		$10.3M Buy
+242,878
New +$9.61M 3.4% 4

Other funds holding RSPR

JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
SAM
Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $399M AUM 47.19% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Beacon Harbor Wealth Advisors's RSPR Position: Q1 2022 in Review

Beacon Harbor Wealth Advisors sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q1 2022, closing a stake of 242,878 shares — an estimated $10.3M sold.

Beacon Harbor Wealth Advisors first reported a position in RSPR in Q4 2021 and held it in 1 quarter. The position peaked at $10.3M in Q4 2021. 53 funds tracked by Wall St. Rank hold RSPR as of Q1 2022.

  • Beacon Harbor Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 242,878 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q1 2022, an estimated $10.3M.
  • Beacon Harbor Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q4 2021 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $10.3M in Q4 2021.
  • 53 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q1 2022.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.