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 Q2	$5.48K	Hold	150	–	–	﹤0.01%	579
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 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 $2.23B AUM 11.22% 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

Costello Asset Management's RSPR Position: Q2 2026 in Review

Costello Asset Management held its Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) position steady in Q2 2026 at 150 shares worth $5.48K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Costello Asset Management first reported a position in RSPR in Q1 2025 and has held it in 6 quarters since. 52 funds tracked by Wall St. Rank hold RSPR as of Q2 2026.

Costello Asset Management held 150 shares of Invesco S&P 500 Equal Weight Real Estate ETF worth $5.48K as of Q2 2026.
Costello Asset Management left its Invesco S&P 500 Equal Weight Real Estate ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight Real Estate ETF made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #579 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 6 quarters since.
52 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.