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Impact Partnership Wealth’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-100
Closed -$3.29K – 575
2024
Q1 		$3.29K Hold
100
– – ﹤0.01% 535
2023
Q4 		$3.33K Hold
100
– – ﹤0.01% 626
2023
Q3 		$2.86K Buy
+100
New +$3.1K ﹤0.01% 771

Other funds holding RSPR

GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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
KV
Kickstand Ventures Pittsford, New York $475M AUM 16.24% 1-Year Est. Return
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Impact Partnership Wealth's RSPR Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q2 2024, closing a stake of 100 shares — an estimated $3.29K sold.

Impact Partnership Wealth first reported a position in RSPR in Q3 2023 and held it in 3 quarters. The position peaked at $3.33K in Q4 2023. 49 funds tracked by Wall St. Rank hold RSPR as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 100 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q2 2024, an estimated $3.29K.
  • Impact Partnership Wealth first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $3.33K in Q4 2023.
  • 49 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.