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HM Payson & Co’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

HM Payson & Co’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
-185
Closed -$6.16K – 1005
2023
Q4 		$6.16K Buy
+185
New +$5.52K ﹤0.01% 855

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

HM Payson & Co's RSPR Position: Q1 2024 in Review

HM Payson & Co sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q1 2024, closing a stake of 185 shares — an estimated $6.16K sold.

HM Payson & Co first reported a position in RSPR in Q4 2023 and held it in 1 quarter. The position peaked at $6.16K in Q4 2023. 50 funds tracked by Wall St. Rank hold RSPR as of Q1 2024.

  • HM Payson & Co reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • HM Payson & Co sold 185 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q1 2024, an estimated $6.16K.
  • HM Payson & Co first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q4 2023 and held it in 1 quarter.
  • HM Payson & Co's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $6.16K in Q4 2023.
  • 50 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q1 2024.

Based on HM Payson & Co's 13F filing for Q1 2024, filed 20 Jun 2024.