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

Berger 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
2025 Q4	–	Sell	-5,786	Closed	-$205K	–	484
2025 Q3	$205K	Sell	5,786 -2	-0%	-$71	0.01%	430
2025 Q2	$203K	Sell	5,788 -1	-0%	-$35	0.01%	408
2025 Q1	$207K	Sell	5,789 -153	-3%	-$5.44K	0.01%	407
2024 Q4	$209K	Sell	5,942 -1,529	-20%	-$56.7K	0.01%	397
2024 Q3	$284K	Sell	7,471 -152	-2%	-$5.44K	0.02%	318
2024 Q2	$249K	Sell	7,623 -5,088	-40%	-$162K	0.02%	320
2024 Q1	$418K	Buy	+12,711	New	+$409K	0.03%	229

Other funds holding RSPR

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

GKWIM

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CMAI

Capital Management Associates Inc Minneapolis, Minnesota $442M AUM 17.91% 1-Year Est. Return

Berger Financial Group's RSPR Position: Q4 2025 in Review

Berger Financial Group sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q4 2025, closing a stake of 5,786 shares — an estimated $205K sold.

Berger Financial Group first reported a position in RSPR in Q1 2024 and held it in 7 quarters. The position peaked at $418K in Q1 2024. 62 funds tracked by Wall St. Rank hold RSPR as of Q4 2025.

Berger Financial Group reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q4 2025 after selling out during the quarter.
Berger Financial Group sold 5,786 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q4 2025, an estimated $205K.
Berger Financial Group first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q1 2024 and held it in 7 quarters.
Berger Financial Group's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $418K in Q1 2024.
62 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q4 2025.

Based on Berger Financial Group's 13F filing for Q4 2025, filed 27 Jan 2026.