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

Evergreen 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
2025
Q4 		– Sell
-8,100
Closed -$287K – 1497
2025
Q3 		$287K Buy
+8,100
New +$286K 0.01% 1005

Other funds holding RSPR

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CMAI
Capital Management Associates Inc Minneapolis, Minnesota $442M AUM 17.91% 1-Year Est. Return

Evergreen Capital Management's RSPR Position: Q4 2025 in Review

Evergreen Capital Management sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q4 2025, closing a stake of 8,100 shares — an estimated $287K sold.

Evergreen Capital Management first reported a position in RSPR in Q3 2025 and held it in 1 quarter. The position peaked at $287K in Q3 2025. 62 funds tracked by Wall St. Rank hold RSPR as of Q4 2025.

  • Evergreen Capital Management reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 8,100 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q4 2025, an estimated $287K.
  • Evergreen Capital Management first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q3 2025 and held it in 1 quarter.
  • Evergreen Capital Management's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $287K in Q3 2025.
  • 62 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q4 2025.

Based on Evergreen Capital Management's 13F filing for Q4 2025, filed 27 Jan 2026.