BAM
RSPR icon

Belpointe Asset Management’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

Belpointe Asset Management’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
Q2 		– Sell
-3,174
Closed -$97.3K – 2800
2023
Q1 		$97.3K Buy
3,174
+2,607
+460% +$83.1K 0.01% 1328
2022
Q4 		$17.4K Buy
+567
New +$17.5K ﹤0.01% 2272
2022
Q1 		– Sell
-16,942
Closed -$716K – 1296
2021
Q4 		$716K Sell
16,942
-720
-4% -$28.5K 0.04% 416
2021
Q3 		$650K Buy
+17,662
New +$668K 0.04% 433

Other funds holding RSPR

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $219M AUM 24.96% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $399M AUM 47.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return