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Gladstone Institutional Advisory’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

Gladstone Institutional Advisory’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
Q3 		– Sell
-6,449
Closed -$215K – 675
2022
Q2 		$215K Buy
6,449
+269
+4% +$9.97K 0.02% 594
2022
Q1 		$250K Buy
+6,180
New +$243K 0.02% 603

Other funds holding RSPR

JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Wells Fargo
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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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 $399M AUM 47.19% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Gladstone Institutional Advisory's RSPR Position: Q3 2022 in Review

Gladstone Institutional Advisory sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q3 2022, closing a stake of 6,449 shares — an estimated $215K sold.

Gladstone Institutional Advisory first reported a position in RSPR in Q1 2022 and held it in 2 quarters. The position peaked at $250K in Q1 2022. 49 funds tracked by Wall St. Rank hold RSPR as of Q3 2022.

  • Gladstone Institutional Advisory reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 6,449 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q3 2022, an estimated $215K.
  • Gladstone Institutional Advisory first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q1 2022 and held it in 2 quarters.
  • Gladstone Institutional Advisory's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $250K in Q1 2022.
  • 49 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q3 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2022, filed 20 Oct 2022.