IWP
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Innova Wealth Partners’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Innova Wealth Partners’s Portfolio RWX Stock Details RWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-20,654
Closed -$550K – 188
2026
Q1 		$550K Sell
20,654
-64,124
-76% -$1.84M 0.26% 68
2025
Q4 		$2.37M Sell
84,778
-62,677
-43% -$1.74M 1.2% 29
2025
Q3 		$4.1M Sell
147,455
-100,054
-40% -$2.75M 2.21% 15
2025
Q2 		$6.78M Buy
247,509
+142,242
+135% +$3.71M 3.99% 4
2025
Q1 		$2.58M Buy
+105,267
New +$2.52M 1.6% 16
2023
Q4 		– Sell
-15,466
Closed -$368K – 69
2023
Q3 		$368K Buy
+15,466
New +$389K 0.33% 35
2023
Q2 		– Sell
-34,460
Closed -$906K – 61
2023
Q1 		$906K Sell
34,460
-10,817
-24% -$295K 0.79% 20
2022
Q4 		$1.21M Buy
45,277
+18,954
+72% +$485K 1.06% 19
2022
Q3 		$635K Sell
26,323
-47,558
-64% -$1.33M 0.58% 20
2022
Q2 		$2.08M Sell
73,881
-38,789
-34% -$1.21M 1.75% 7
2022
Q1 		$3.84M Buy
112,670
+104,271
+1,241% +$3.52M 2.76% 15
2021
Q4 		$299K Sell
8,399
-19,108
-69% -$688K 0.21% 55
2021
Q3 		$977K Sell
27,507
-58,155
-68% -$2.18M 0.77% 29
2021
Q2 		$3.15M Sell
85,662
-44,540
-34% -$1.63M 2.48% 19
2021
Q1 		$4.49M Buy
130,202
+77,823
+149% +$2.66M 3.81% 13
2020
Q4 		$1.79M Buy
+52,379
New +$1.66M 1.67% 21

Other funds holding RWX

ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $234M AUM
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return