Benjamin F. Edwards & Company’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

Benjamin F. Edwards & Company’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 Q3	–	Sell	-51	Closed	-$2K	–	1821
2023 Q2	$2K	Hold	51	–	–	﹤0.01%	1686
2023 Q1	$2K	Hold	51	–	–	﹤0.01%	1689
2022 Q4	$2K	Hold	51	–	–	﹤0.01%	1743
2022 Q3	$2K	Hold	51	–	–	﹤0.01%	1727
2022 Q2	$2K	Sell	51 -38	-43%	-$1.41K	﹤0.01%	1710
2022 Q1	$4K	Hold	89	–	–	﹤0.01%	1579
2021 Q4	$4K	Buy	+89	New	+$3.52K	﹤0.01%	1566
2017 Q3	–	Sell	-96	Closed	-$3K	–	1579
2017 Q2	$3K	Hold	96	–	–	﹤0.01%	1329
2017 Q1	$3K	Hold	96	–	–	﹤0.01%	1244
2016 Q4	$3K	Buy	96 +24	+33%	+$619	﹤0.01%	1128
2016 Q3	$2K	Buy	+72	New	+$2.01K	﹤0.01%	1059

Other funds holding RSPR

GKWIM

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OPWM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

WAP

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

Benjamin F. Edwards & Company's RSPR Position: Q3 2023 in Review

Benjamin F. Edwards & Company sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q3 2023, closing a stake of 51 shares — an estimated $2K sold.

Benjamin F. Edwards & Company first reported a position in RSPR in Q3 2016 and held it in 11 quarters. The position peaked at $4K in Q1 2022. 41 funds tracked by Wall St. Rank hold RSPR as of Q3 2023.

Benjamin F. Edwards & Company reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q3 2023 after selling out during the quarter.
Benjamin F. Edwards & Company sold 51 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q3 2023, an estimated $2K.
Benjamin F. Edwards & Company first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q3 2016 and held it in 11 quarters.
Benjamin F. Edwards & Company's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $4K in Q1 2022.
41 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q3 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2023, filed 13 Nov 2023.