First Heartland Consultants’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

First Heartland Consultants’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
2022 Q1	–	Sell	-7,974	Closed	-$336	–	402
2021 Q4	$336	Sell	7,974 -127,700	-94%	-$5.05M	0.01%	256
2021 Q3	$4.99M	Buy	+135,674	New	+$5.13M	0.76%	33

Other funds holding RSPR

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OPWM

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

First Heartland Consultants's RSPR Position: Q1 2022 in Review

First Heartland Consultants sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q1 2022, closing a stake of 7,974 shares — an estimated $336 sold.

First Heartland Consultants first reported a position in RSPR in Q3 2021 and held it in 2 quarters. The position peaked at $4.99M in Q3 2021. 53 funds tracked by Wall St. Rank hold RSPR as of Q1 2022.

First Heartland Consultants reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q1 2022 after selling out during the quarter.
First Heartland Consultants sold 7,974 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q1 2022, an estimated $336.
First Heartland Consultants first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q3 2021 and held it in 2 quarters.
First Heartland Consultants's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $4.99M in Q3 2021.
53 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q1 2022.

Based on First Heartland Consultants's 13F filing for Q1 2022, filed 21 Apr 2022.