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

GeoWealth 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
2025 Q1	–	Sell	-5,308	Closed	-$187K	–	1665
2024 Q4	$187K	Sell	5,308 -333	-6%	-$12.3K	0.01%	792
2024 Q3	$214K	Buy	+5,641	New	+$202K	0.01%	698
2024 Q2	–	Sell	-7,928	Closed	-$261K	–	934
2024 Q1	$261K	Sell	7,928 -2,870	-27%	-$92.3K	0.01%	607
2023 Q4	$359K	Sell	10,798 -15,076	-58%	-$449K	0.03%	384
2023 Q3	$740K	Sell	25,874 -27,385	-51%	-$849K	0.08%	171
2023 Q2	$1.67M	Sell	53,259 -93,934	-64%	-$2.86M	0.18%	96
2023 Q1	$4.51M	Buy	147,193 +17,885	+14%	+$570K	0.53%	41
2022 Q4	$3.98M	Buy	129,308 +46,515	+56%	+$1.43M	0.42%	51
2022 Q3	$2.48M	Buy	+82,793	New	+$2.85M	0.27%	74

Other funds holding RSPR

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CMAI

Capital Management Associates Inc Minneapolis, Minnesota $498M AUM 26.46% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

5SA

5th Street Advisors Southport, Connecticut $232M AUM 17.38% 1-Year Est. Return

GeoWealth Management's RSPR Position: Q1 2025 in Review

GeoWealth Management sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q1 2025, closing a stake of 5,308 shares — an estimated $187K sold.

GeoWealth Management first reported a position in RSPR in Q3 2022 and held it in 9 quarters. The position peaked at $4.51M in Q1 2023. 56 funds tracked by Wall St. Rank hold RSPR as of Q1 2025.

GeoWealth Management reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 5,308 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q1 2025, an estimated $187K.
GeoWealth Management first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q3 2022 and held it in 9 quarters.
GeoWealth Management's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $4.51M in Q1 2023.
56 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.