GPS Wealth Strategies Group’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

GPS Wealth Strategies Group’s Portfolio REZ Stock Details REZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-54	Closed	-$3.97K	–	1289
2023 Q4	$3.97K	Hold	54	–	–	﹤0.01%	1020
2023 Q3	$3.56K	Sell	54 -658	-92%	-$47K	﹤0.01%	1034
2023 Q2	$52.2K	Sell	712 -932	-57%	-$66.6K	0.01%	490
2023 Q1	$116K	Buy	+1,644	New	+$119K	0.02%	322
2022 Q4	–	Sell	-1,699	Closed	-$122K	–	868
2022 Q3	$122K	Hold	1,699	–	–	0.03%	271
2022 Q2	$136K	Hold	1,699	–	–	0.03%	262
2022 Q1	$163K	Hold	1,699	–	–	0.04%	237
2021 Q4	$167K	Buy	1,699 +875	+106%	+$80.5K	0.04%	230
2021 Q3	$71K	Buy	824 +589	+251%	+$52.2K	0.02%	333
2021 Q2	$20K	Buy	+235	New	+$18.8K	0.01%	583

Other funds holding REZ

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

GPS Wealth Strategies Group's REZ Position: Q1 2024 in Review

GPS Wealth Strategies Group sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2024, closing a stake of 54 shares — an estimated $3.97K sold.

GPS Wealth Strategies Group first reported a position in REZ in Q2 2021 and held it in 10 quarters. The position peaked at $167K in Q4 2021. 139 funds tracked by Wall St. Rank hold REZ as of Q1 2024.

GPS Wealth Strategies Group reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2024 after selling out during the quarter.
GPS Wealth Strategies Group sold 54 iShares Residential and Multisector Real Estate ETF shares in Q1 2024, an estimated $3.97K.
GPS Wealth Strategies Group first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2021 and held it in 10 quarters.
GPS Wealth Strategies Group's iShares Residential and Multisector Real Estate ETF position peaked at $167K in Q4 2021.
139 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2024.

Based on GPS Wealth Strategies Group's 13F filing for Q1 2024, filed 30 Apr 2024.