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Fortem Financial Group’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

Fortem Financial Group’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
-9,011
Closed -$319K – 189
2025
Q3 		$319K Sell
9,011
-1,919
-18% -$67.7K 0.09% 132
2025
Q2 		$383K Sell
10,930
-83
-0.8% -$2.88K 0.12% 122
2025
Q1 		$393K Sell
11,013
-614
-5% -$21.8K 0.15% 137
2024
Q4 		$409K Hold
11,627
– – 0.16% 128
2024
Q3 		$442K Sell
11,627
-52,423
-82% -$1.88M 0.18% 123
2024
Q2 		$2.1M Sell
64,050
-5,117
-7% -$163K 0.9% 27
2024
Q1 		$2.27M Buy
69,167
+1,697
+3% +$54.6K 1% 25
2023
Q4 		$2.24M Buy
67,470
+352
+0.5% +$10.5K 1.12% 22
2023
Q3 		$1.92M Buy
67,118
+5,332
+9% +$165K 1.13% 21
2023
Q2 		$1.93M Sell
61,786
-5,297
-8% -$161K 1.15% 21
2023
Q1 		$2.06M Sell
67,083
-13,042
-16% -$416K 1.34% 18
2022
Q4 		$2.46M Sell
80,125
-14,726
-16% -$454K 1.44% 16
2022
Q3 		$2.84M Sell
94,851
-9,861
-9% -$339K 1.97% 7
2022
Q2 		$3.5M Buy
104,712
+27,663
+36% +$1.03M 2.29% 5
2022
Q1 		$3.12M Sell
77,049
-27,107
-26% -$1.07M 1.37% 18
2021
Q4 		$4.4M Buy
104,156
+1,954
+2% +$77.3K 2.01% 7
2021
Q3 		$3.76M Buy
102,202
+6,737
+7% +$255K 1.91% 9
2021
Q2 		$3.46M Buy
+95,465
New +$3.36M 1.75% 10

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

Fortem Financial Group's RSPR Position: Q4 2025 in Review

Fortem Financial Group sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q4 2025, closing a stake of 9,011 shares — an estimated $319K sold.

Fortem Financial Group first reported a position in RSPR in Q2 2021 and held it in 18 quarters. The position peaked at $4.4M in Q4 2021. 62 funds tracked by Wall St. Rank hold RSPR as of Q4 2025.

  • Fortem Financial Group reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Fortem Financial Group sold 9,011 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q4 2025, an estimated $319K.
  • Fortem Financial Group first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q2 2021 and held it in 18 quarters.
  • Fortem Financial Group's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $4.4M in Q4 2021.
  • 62 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q4 2025.

Based on Fortem Financial Group's 13F filing for Q4 2025, filed 4 Feb 2026.