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	–	132
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

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

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

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

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

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

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

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

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

Spire Wealth Management Mclean, Virginia $2.93B AUM 26.08% 1-Year Est. Return