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

Bogart Wealth LLC’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
2026 Q2	$12.1K	Buy	330 +2	+0.6%	+$72	﹤0.01%	941
2026 Q1	$10.9K	Buy	328 +4	+1%	+$138	﹤0.01%	887
2025 Q4	$10.9K	Buy	324 +2	+0.6%	+$68	﹤0.01%	847
2025 Q3	$11.4K	Buy	322 +2	+0.6%	+$71	﹤0.01%	804
2025 Q2	$11.2K	Buy	320 +2	+0.6%	+$69	﹤0.01%	772
2025 Q1	$11.4K	Buy	318 +2	+0.6%	+$71	﹤0.01%	719
2024 Q4	$11.1K	Buy	316 +2	+0.6%	+$74	﹤0.01%	709
2024 Q3	$11.9K	Buy	314 +2	+0.6%	+$72	﹤0.01%	657
2024 Q2	$10.2K	Buy	312 +2	+0.6%	+$64	﹤0.01%	669
2024 Q1	$10.2K	Buy	310 +2	+0.6%	+$64	﹤0.01%	645
2023 Q4	$10.2K	Buy	308 +2	+0.7%	+$60	﹤0.01%	620
2023 Q3	$8.74K	Buy	306 +3	+1%	+$93	﹤0.01%	621
2023 Q2	$9.48K	Buy	303 +4	+1%	+$122	﹤0.01%	591
2023 Q1	$9.17K	Buy	299 +1	+0.3%	+$32	﹤0.01%	608
2022 Q4	$9.17K	Buy	298 +1	+0.3%	+$31	﹤0.01%	568
2022 Q3	$9K	Buy	297 +5	+2%	+$172	﹤0.01%	575
2022 Q2	$10K	Buy	292 +17	+6%	+$630	﹤0.01%	544
2022 Q1	$11K	Buy	+275	New	+$10.8K	﹤0.01%	487

Other funds holding RSPR

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CMAI

Capital Management Associates Inc Minneapolis, Minnesota $498M AUM 26.46% 1-Year Est. Return

Bogart Wealth LLC's RSPR Position: Q2 2026 in Review

Bogart Wealth LLC increased its Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) stake by 0.61% in Q2 2026, buying an estimated $72 and bringing the position to 330 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Bogart Wealth LLC first reported a position in RSPR in Q1 2022 and has held it in 18 quarters since. 51 funds tracked by Wall St. Rank hold RSPR as of Q2 2026.

Bogart Wealth LLC held 330 shares of Invesco S&P 500 Equal Weight Real Estate ETF worth $12.1K as of Q2 2026.
Bogart Wealth LLC bought 2 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q2 2026, an estimated $72.
Invesco S&P 500 Equal Weight Real Estate ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #941 holding.
Bogart Wealth LLC first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q1 2022 and has held it in 18 quarters since.
51 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.