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

CreativeOne 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
2023
Q1 		– Sell
-8,277
Closed -$254K – 830
2022
Q4 		$254K Buy
+8,277
New +$255K 0.01% 631

Other funds holding RSPR

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $399M AUM 47.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CreativeOne Wealth's RSPR Position: Q1 2023 in Review

CreativeOne Wealth sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q1 2023, closing a stake of 8,277 shares — an estimated $254K sold.

CreativeOne Wealth first reported a position in RSPR in Q4 2022 and held it in 1 quarter. The position peaked at $254K in Q4 2022. 44 funds tracked by Wall St. Rank hold RSPR as of Q1 2023.

  • CreativeOne Wealth reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • CreativeOne Wealth sold 8,277 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q1 2023, an estimated $254K.
  • CreativeOne Wealth first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q4 2022 and held it in 1 quarter.
  • CreativeOne Wealth's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $254K in Q4 2022.
  • 44 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q1 2023.

Based on CreativeOne Wealth's 13F filing for Q1 2023, filed 15 May 2023.