JP Morgan Private Wealth Advisors’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

JP Morgan Private Wealth Advisors’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
2023 Q1	–	Sell	-83,491	Closed	-$2.57M	–	1990
2022 Q4	$2.57M	Sell	83,491 -465,571	-85%	-$14.4M	0.01%	756
2022 Q3	$16.4M	Sell	549,062 -47,393	-8%	-$1.63M	0.04%	311
2022 Q2	$19.9M	Buy	596,455 +96,407	+19%	+$3.58M	0.05%	282
2022 Q1	$20.3M	Buy	+500,048	New	+$19.7M	0.04%	321

Other funds holding RSPR

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

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

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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

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

Oxinas Partners Wealth Management Jeffersonville, Indiana $219M AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return