Ladenburg Thalmann Financial Services’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$92K	Buy	2,937 +2,555	+669%	+$80.4K	﹤0.01%	3087
2019 Q3	$12K	Sell	382 -80	-17%	-$2.48K	﹤0.01%	4313
2019 Q2	$14K	Sell	462 -98	-18%	-$2.94K	﹤0.01%	4270
2019 Q1	$17K	Sell	560 -278	-33%	-$7.94K	﹤0.01%	4109
2018 Q4	$22K	Buy	838 +132	+19%	+$3.58K	﹤0.01%	3823
2018 Q3	$20K	Sell	706 -996	-59%	-$27.8K	﹤0.01%	3908
2018 Q2	$44K	Hold	1,702	–	–	﹤0.01%	3346
2018 Q1	$44K	Sell	1,702 -49	-3%	-$1.27K	﹤0.01%	3346
2017 Q4	$49K	Sell	1,751 -5	-0.3%	-$139	﹤0.01%	3232
2017 Q3	$48K	Sell	1,756 -372	-17%	-$10.2K	﹤0.01%	3113
2017 Q2	$58K	Sell	2,128 -719	-25%	-$19.5K	﹤0.01%	2921
2017 Q1	$77K	Sell	2,847 -1,045	-27%	-$27.8K	﹤0.01%	2584
2016 Q4	$102K	Sell	3,892 -8,472	-69%	-$218K	﹤0.01%	2316
2016 Q3	$340K	Buy	+12,364	New	+$346K	0.01%	1408

Other funds holding RSPR

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

SFSG

Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

Ladenburg Thalmann Financial Services's RSPR Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) stake by 669% in Q4 2019, buying an estimated $80.4K and bringing the position to 2,937 shares worth $92K. The position accounts for ﹤0.01% of the portfolio, ranked #3087.

Ladenburg Thalmann Financial Services first reported a position in RSPR in Q3 2016 and has held it in 14 quarters since. The position peaked at $340K in Q3 2016. 28 funds tracked by Wall St. Rank hold RSPR as of Q4 2019.

Ladenburg Thalmann Financial Services held 2,937 shares of Invesco S&P 500 Equal Weight Real Estate ETF worth $92K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 2,555 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q4 2019, an estimated $80.4K.
Invesco S&P 500 Equal Weight Real Estate ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3087 holding.
Ladenburg Thalmann Financial Services first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q3 2016 and has held it in 14 quarters since.
Ladenburg Thalmann Financial Services's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $340K in Q3 2016.
28 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.