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

Kore Private 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
2021 Q4	–	Sell	-6,497	Closed	-$239K	–	428
2021 Q3	$239K	Hold	6,497	–	–	0.03%	383
2021 Q2	$235K	Buy	6,497 +102	+2%	+$3.59K	0.03%	355
2021 Q1	$208K	Buy	+6,395	New	+$197K	0.03%	342
2020 Q3	–	Sell	-6,326	Closed	-$164K	–	912
2020 Q2	$164K	Buy	6,326 +69	+1%	+$1.73K	0.03%	263
2020 Q1	$143K	Buy	+6,257	New	+$185K	0.03%	251

Other funds holding RSPR

BHWA

Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return

OPWM

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

SWM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return

FFG

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

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

JIR

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Kore Private Wealth's RSPR Position: Q4 2021 in Review

Kore Private Wealth sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q4 2021, closing a stake of 6,497 shares — an estimated $239K sold.

Kore Private Wealth first reported a position in RSPR in Q1 2020 and held it in 5 quarters. The position peaked at $239K in Q3 2021. 47 funds tracked by Wall St. Rank hold RSPR as of Q4 2021.

Kore Private Wealth reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q4 2021 after selling out during the quarter.
Kore Private Wealth sold 6,497 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q4 2021, an estimated $239K.
Kore Private Wealth first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q1 2020 and held it in 5 quarters.
Kore Private Wealth's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $239K in Q3 2021.
47 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.