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

Executive Wealth 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
2024
Q4 		$644K Buy
18,300
+2,370
+15% +$87.9K 0.05% 150
2024
Q3 		$605K Buy
15,930
+7,780
+95% +$278K 0.05% 156
2024
Q2 		$267K Buy
+8,150
New +$260K 0.05% 108

Other funds holding RSPR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Executive Wealth Management's RSPR Position: Q4 2024 in Review

Executive Wealth Management increased its Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) stake by 15% in Q4 2024, buying an estimated $87.9K and bringing the position to 18,300 shares worth $644K. The position accounts for 0.05% of the portfolio, ranked #150.

Executive Wealth Management first reported a position in RSPR in Q2 2024 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold RSPR as of Q4 2024.

  • Executive Wealth Management held 18,300 shares of Invesco S&P 500 Equal Weight Real Estate ETF worth $644K as of Q4 2024.
  • Executive Wealth Management bought 2,370 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q4 2024, an estimated $87.9K.
  • Invesco S&P 500 Equal Weight Real Estate ETF made up 0.05% of Executive Wealth Management's portfolio in Q4 2024, its #150 holding.
  • Executive Wealth Management first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q2 2024 and has held it in 3 quarters since.
  • 56 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.