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

Brandywine Oak Private 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
2019
Q1 		– Sell
-250
Closed -$6K – 537
2018
Q4 		$6K Buy
+250
New +$6.77K ﹤0.01% 551

Other funds holding RSPR

FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return

Brandywine Oak Private Wealth's RSPR Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q1 2019, closing a stake of 250 shares — an estimated $6K sold.

Brandywine Oak Private Wealth first reported a position in RSPR in Q4 2018 and held it in 1 quarter. The position peaked at $6K in Q4 2018. 23 funds tracked by Wall St. Rank hold RSPR as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 250 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q1 2019, an estimated $6K.
  • Brandywine Oak Private Wealth first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $6K in Q4 2018.
  • 23 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.