FIM
RSPR icon

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

Freedom Investment 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
Q1 		– Sell
-7,171
Closed -$239K – 828
2023
Q4 		$239K Sell
7,171
-580
-7% -$17.3K 0.02% 667
2023
Q3 		$222K Sell
7,751
-2,330
-23% -$72.3K 0.03% 595
2023
Q2 		$315K Sell
10,081
-13,389
-57% -$408K 0.04% 525
2023
Q1 		$719K Sell
23,470
-18,876
-45% -$601K 0.08% 309
2022
Q4 		$1.3M Sell
42,346
-984
-2% -$30.3K 0.15% 185
2022
Q3 		$1.3M Buy
43,330
+348
+0.8% +$12K 0.15% 173
2022
Q2 		$1.44M Sell
42,982
-3,340
-7% -$124K 0.15% 179
2022
Q1 		$1.88M Buy
46,322
+24,293
+110% +$956K 0.17% 149
2021
Q4 		$931K Buy
+22,029
New +$871K 0.07% 368
2021
Q1 		– Sell
-18,071
Closed -$526K – 896
2020
Q4 		$526K Sell
18,071
-3,501
-16% -$97.5K 0.06% 317
2020
Q3 		$558K Sell
21,572
-3,807
-15% -$100K 0.06% 265
2020
Q2 		$660K Sell
25,379
-3,398
-12% -$85.3K 0.07% 213
2020
Q1 		$927K Sell
28,777
-18,205
-39% -$540K 0.08% 206
2019
Q4 		$1.48M Sell
46,982
-9,057
-16% -$285K 0.13% 158
2019
Q3 		$1.78M Sell
56,039
-9,024
-14% -$280K 0.16% 134
2019
Q2 		$1.95M Sell
65,063
-6,816
-9% -$205K 0.16% 135
2019
Q1 		$2.15M Buy
71,879
+57,656
+405% +$1.65M 0.17% 130
2018
Q4 		$368K Sell
14,223
-1,394
-9% -$37.8K 0.03% 500
2018
Q3 		$440K Sell
15,617
-428
-3% -$11.9K 0.03% 579
2018
Q2 		$443K Buy
16,045
+15
+0.1% +$394 0.03% 606
2018
Q1 		$415K Buy
16,030
+97
+0.6% +$2.52K 0.02% 716
2017
Q4 		$442K Buy
15,933
+709
+5% +$19.8K 0.02% 687
2017
Q3 		$414K Buy
15,224
+1,607
+12% +$44K 0.02% 682
2017
Q2 		$370K Buy
13,617
+1,494
+12% +$40.5K 0.02% 690
2017
Q1 		$327K Buy
12,123
+2,645
+28% +$70.5K 0.02% 719
2016
Q4 		$249K Buy
+9,478
New +$244K 0.02% 773

Other funds holding RSPR

GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $119M AUM 12.28% 1-Year Est. Return
KV
Kickstand Ventures Pittsford, New York $475M AUM 16.24% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Freedom Investment Management's RSPR Position: Q1 2024 in Review

Freedom Investment Management sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q1 2024, closing a stake of 7,171 shares — an estimated $239K sold.

Freedom Investment Management first reported a position in RSPR in Q4 2016 and held it in 26 quarters. The position peaked at $2.15M in Q1 2019. 50 funds tracked by Wall St. Rank hold RSPR as of Q1 2024.

  • Freedom Investment Management reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Freedom Investment Management sold 7,171 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q1 2024, an estimated $239K.
  • Freedom Investment Management first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q4 2016 and held it in 26 quarters.
  • Freedom Investment Management's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $2.15M in Q1 2019.
  • 50 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q1 2024.

Based on Freedom Investment Management's 13F filing for Q1 2024, filed 14 May 2024.