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Costello Asset Management’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

Costello Asset 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
2026
Q1 		$4.98K Hold
150
– – ﹤0.01% 565
2025
Q4 		$5.04K Hold
150
– – ﹤0.01% 560
2025
Q3 		$5.32K Hold
150
– – ﹤0.01% 536
2025
Q2 		$5.25K Hold
150
– – ﹤0.01% 544
2025
Q1 		$5.36K Buy
+150
New +$5.33K ﹤0.01% 522

Other funds holding RSPR

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
CMAI
Capital Management Associates Inc Minneapolis, Minnesota $442M AUM 17.91% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Costello Asset Management's RSPR Position: Q1 2026 in Review

Costello Asset Management held its Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) position steady in Q1 2026 at 150 shares worth $4.98K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Costello Asset Management first reported a position in RSPR in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.36K in Q1 2025. 54 funds tracked by Wall St. Rank hold RSPR as of Q1 2026.

  • Costello Asset Management held 150 shares of Invesco S&P 500 Equal Weight Real Estate ETF worth $4.98K as of Q1 2026.
  • Costello Asset Management left its Invesco S&P 500 Equal Weight Real Estate ETF share count unchanged in Q1 2026.
  • Invesco S&P 500 Equal Weight Real Estate ETF made up ﹤0.01% of Costello Asset Management's portfolio in Q1 2026, its #565 holding.
  • Costello Asset Management first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q1 2025 and has held it in 5 quarters since.
  • Costello Asset Management's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $5.36K in Q1 2025.
  • 54 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.