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

Howe & Rusling’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 Q2	–	Sell	-27	Closed	-$1K	–	1144
2022 Q1	$1K	Hold	27	–	–	﹤0.01%	951
2021 Q4	$1K	Hold	27	–	–	﹤0.01%	951
2021 Q3	$1K	Hold	27	–	–	﹤0.01%	936
2021 Q2	$1K	Hold	27	–	–	﹤0.01%	898
2021 Q1	$1K	Hold	27	–	–	﹤0.01%	905
2020 Q4	$1K	Hold	27	–	–	﹤0.01%	897
2020 Q3	$1K	Hold	27	–	–	﹤0.01%	792
2020 Q2	$1K	Hold	27	–	–	﹤0.01%	763
2020 Q1	$1K	Hold	27	–	–	﹤0.01%	734
2019 Q4	$1K	Hold	27	–	–	﹤0.01%	779
2019 Q3	$1K	Hold	27	–	–	﹤0.01%	790
2019 Q2	$1K	Hold	27	–	–	﹤0.01%	768
2019 Q1	$1K	Sell	27 -30	-53%	-$857	﹤0.01%	767
2018 Q4	$1K	Sell	57 -1,376	-96%	-$37.3K	﹤0.01%	769
2018 Q3	$39K	Hold	1,433	–	–	0.01%	301
2018 Q2	$40K	Sell	1,433 -115	-7%	-$3.02K	0.01%	281
2018 Q1	$40K	Sell	1,548 -530	-26%	-$13.7K	0.01%	300
2017 Q4	$58K	Sell	2,078 -432	-17%	-$12K	0.01%	284
2017 Q3	$68K	Sell	2,510 -4,806	-66%	-$132K	0.01%	270
2017 Q2	$199K	Sell	7,316 -2,830	-28%	-$76.8K	0.04%	151
2017 Q1	$274K	Sell	10,146 -542	-5%	-$14.4K	0.05%	133
2016 Q4	$281K	Sell	10,688 -1,027	-9%	-$26.5K	0.06%	131
2016 Q3	$322K	Buy	+11,715	New	+$328K	0.07%	124

Other funds holding RSPR

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $399M AUM 47.19% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Howe & Rusling's RSPR Position: Q2 2022 in Review

Howe & Rusling sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q2 2022, closing a stake of 27 shares — an estimated $1K sold.

Howe & Rusling first reported a position in RSPR in Q3 2016 and held it in 23 quarters. The position peaked at $322K in Q3 2016. 49 funds tracked by Wall St. Rank hold RSPR as of Q2 2022.

Howe & Rusling reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q2 2022 after selling out during the quarter.
Howe & Rusling sold 27 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q2 2022, an estimated $1K.
Howe & Rusling first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q3 2016 and held it in 23 quarters.
Howe & Rusling's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $322K in Q3 2016.
49 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q2 2022.

Based on Howe & Rusling's 13F filing for Q2 2022, filed 15 Aug 2022.