Creative Planning
RSPR icon

Creative Planning’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-240
Closed -$7K – 3351
2017
Q2 		$7K Buy
+240
New +$6.51K ﹤0.01% 3842

Other funds holding RSPR

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's RSPR Position: Q3 2017 in Review

Creative Planning sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q3 2017, closing a stake of 240 shares — an estimated $7K sold.

Creative Planning first reported a position in RSPR in Q2 2017 and held it in 1 quarter. The position peaked at $7K in Q2 2017. 18 funds tracked by Wall St. Rank hold RSPR as of Q3 2017.

  • Creative Planning reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 240 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q3 2017, an estimated $7K.
  • Creative Planning first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q2 2017 and held it in 1 quarter.
  • Creative Planning's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $7K in Q2 2017.
  • 18 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.