Corbett Road Capital Management’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

Corbett Road Capital Management’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
2022 Q2	–	Sell	-6,425	Closed	-$260K	–	110
2022 Q1	$260K	Buy	6,425 +108	+2%	+$4.25K	0.33%	92
2021 Q4	$267K	Buy	6,317 +39	+0.6%	+$1.54K	0.46%	93
2021 Q3	$231K	Buy	6,278 +255	+4%	+$9.64K	0.4%	96
2021 Q2	$218K	Buy	+6,023	New	+$212K	0.39%	100

Other funds holding RSPR

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OPWM

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

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

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

WAP

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

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Corbett Road Capital Management's RSPR Position: Q2 2022 in Review

Corbett Road Capital Management sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q2 2022, closing a stake of 6,425 shares — an estimated $260K sold.

Corbett Road Capital Management first reported a position in RSPR in Q2 2021 and held it in 4 quarters. The position peaked at $267K in Q4 2021. 48 funds tracked by Wall St. Rank hold RSPR as of Q2 2022.

Corbett Road Capital Management reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q2 2022 after selling out during the quarter.
Corbett Road Capital Management sold 6,425 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q2 2022, an estimated $260K.
Corbett Road Capital Management first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q2 2021 and held it in 4 quarters.
Corbett Road Capital Management's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $267K in Q4 2021.
48 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q2 2022.

Based on Corbett Road Capital Management's 13F filing for Q2 2022, filed 10 Aug 2022.