Kaizen Financial Strategies’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

Kaizen Financial Strategies’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 Q3	–	Sell	-19,910	Closed	-$665K	–	131
2022 Q2	$665K	Hold	19,910	–	–	0.66%	38
2022 Q1	$807K	Buy	19,910 +2,600	+15%	+$102K	0.63%	38
2021 Q4	$731K	Buy	17,310 +2,500	+17%	+$98.9K	0.55%	48
2021 Q3	$545K	Buy	+14,810	New	+$560K	0.44%	62
2021 Q1	$400K	Sell	12,300 -1,200	-9%	-$36.9K	0.38%	78
2020 Q4	$393K	Buy	+13,500	New	+$376K	0.44%	76

Other funds holding RSPR

JMPWA

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OPWM

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

WAP

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SWM

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

Kaizen Financial Strategies's RSPR Position: Q3 2022 in Review

Kaizen Financial Strategies sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q3 2022, closing a stake of 19,910 shares — an estimated $665K sold.

Kaizen Financial Strategies first reported a position in RSPR in Q4 2020 and held it in 6 quarters. The position peaked at $807K in Q1 2022. 48 funds tracked by Wall St. Rank hold RSPR as of Q3 2022.

Kaizen Financial Strategies reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q3 2022 after selling out during the quarter.
Kaizen Financial Strategies sold 19,910 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q3 2022, an estimated $665K.
Kaizen Financial Strategies first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q4 2020 and held it in 6 quarters.
Kaizen Financial Strategies's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $807K in Q1 2022.
48 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q3 2022.

Based on Kaizen Financial Strategies's 13F filing for Q3 2022, filed 19 Oct 2022.