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

Bison Wealth’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
2021
Q2 		– Sell
-68
Closed -$2K – 487
2021
Q1 		$2K Hold
68
– – ﹤0.01% 458
2020
Q4 		$2K Hold
68
– – ﹤0.01% 404
2020
Q3 		$2K Hold
68
– – ﹤0.01% 357
2020
Q2 		$2K Hold
68
– – ﹤0.01% 342
2020
Q1 		$2K Sell
68
-294
-81% -$8.71K ﹤0.01% 322
2019
Q4 		$11K Buy
+362
New +$11.4K 0.01% 350

Other funds holding RSPR

SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $399M AUM 47.19% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 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
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Bison Wealth's RSPR Position: Q2 2021 in Review

Bison Wealth sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q2 2021, closing a stake of 68 shares — an estimated $2K sold.

Bison Wealth first reported a position in RSPR in Q4 2019 and held it in 6 quarters. The position peaked at $11K in Q4 2019. 29 funds tracked by Wall St. Rank hold RSPR as of Q2 2021.

  • Bison Wealth reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q2 2021 after selling out during the quarter.
  • Bison Wealth sold 68 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q2 2021, an estimated $2K.
  • Bison Wealth first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q4 2019 and held it in 6 quarters.
  • Bison Wealth's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $11K in Q4 2019.
  • 29 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q2 2021.

Based on Bison Wealth's 13F filing for Q2 2021, filed 2 Aug 2021.