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

FormulaFolio Investments’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
2019
Q1 		– Sell
-32,385
Closed -$887K – 384
2018
Q4 		$887K Hold
32,385
– – 0.04% 150
2018
Q3 		$887K Buy
+32,385
New +$904K 0.04% 150

Other funds holding RSPR

FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FormulaFolio Investments's RSPR Position: Q1 2019 in Review

FormulaFolio Investments sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q1 2019, closing a stake of 32,385 shares — an estimated $887K sold.

FormulaFolio Investments first reported a position in RSPR in Q3 2018 and held it in 2 quarters. The position peaked at $887K in Q4 2018. 23 funds tracked by Wall St. Rank hold RSPR as of Q1 2019.

  • FormulaFolio Investments reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q1 2019 after selling out during the quarter.
  • FormulaFolio Investments sold 32,385 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q1 2019, an estimated $887K.
  • FormulaFolio Investments first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q3 2018 and held it in 2 quarters.
  • FormulaFolio Investments's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $887K in Q4 2018.
  • 23 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q1 2019.

Based on FormulaFolio Investments's 13F filing for Q1 2019, filed 8 May 2019.