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

LPL Financial’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
2026 Q1	$3.44M	Sell	103,528 -6,352	-6%	-$219K	﹤0.01%	2979
2025 Q4	$3.7M	Sell	109,880 -132,154	-55%	-$4.5M	﹤0.01%	2819
2025 Q3	$8.58M	Buy	242,034 +160	+0.1%	+$5.64K	﹤0.01%	2012
2025 Q2	$8.47M	Sell	241,874 -20,726	-8%	-$718K	﹤0.01%	1877
2025 Q1	$9.38M	Buy	262,600 +22,730	+9%	+$808K	﹤0.01%	1654
2024 Q4	$8.44M	Sell	239,870 -11,702	-5%	-$434K	﹤0.01%	1665
2024 Q3	$9.56M	Buy	251,572 +21,843	+10%	+$781K	﹤0.01%	1495
2024 Q2	$7.52M	Buy	229,729 +12,529	+6%	+$400K	﹤0.01%	1548
2024 Q1	$7.14M	Buy	217,200 +48,111	+28%	+$1.55M	﹤0.01%	1546
2023 Q4	$5.63M	Buy	169,089 +53,883	+47%	+$1.61M	﹤0.01%	1616
2023 Q3	$3.3M	Buy	115,206 +5,186	+5%	+$161K	﹤0.01%	1879
2023 Q2	$3.44M	Buy	110,020 +8,281	+8%	+$252K	﹤0.01%	1812
2023 Q1	$3.12M	Sell	101,739 -19,108	-16%	-$609K	﹤0.01%	1815
2022 Q4	$3.72M	Buy	120,847 +60,442	+100%	+$1.86M	﹤0.01%	1639
2022 Q3	$1.81M	Buy	60,405 +7,919	+15%	+$272K	﹤0.01%	2063
2022 Q2	$1.75M	Sell	52,486 -1,881	-3%	-$69.8K	﹤0.01%	2121
2022 Q1	$2.2M	Buy	54,367 +7,342	+16%	+$289K	﹤0.01%	1996
2021 Q4	$1.99M	Buy	47,025 +28,889	+159%	+$1.14M	﹤0.01%	2091
2021 Q3	$667K	Buy	18,136 +8,796	+94%	+$333K	﹤0.01%	2957
2021 Q2	$338K	Buy	+9,340	New	+$329K	﹤0.01%	3496
2020 Q3	–	Sell	-7,867	Closed	-$205K	–	3613
2020 Q2	$205K	Buy	+7,867	New	+$198K	﹤0.01%	3114
2020 Q1	–	Sell	-8,836	Closed	-$278K	–	3393
2019 Q4	$278K	Buy	8,836 +478	+6%	+$15K	﹤0.01%	2844
2019 Q3	$266K	Buy	8,358 +190	+2%	+$5.89K	﹤0.01%	2777
2019 Q2	$245K	Hold	8,168	–	–	﹤0.01%	2870
2019 Q1	$245K	Buy	+8,168	New	+$233K	﹤0.01%	2796
2016 Q4	–	Sell	-10,677	Closed	-$283K	–	2766
2016 Q3	$283K	Buy	+10,677	New	+$299K	﹤0.01%	2168

Other funds holding RSPR

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return

CMAI

Capital Management Associates Inc Minneapolis, Minnesota $442M AUM 17.91% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

LPL Financial's RSPR Position: Q1 2026 in Review

LPL Financial reduced its Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) stake by 5.8% in Q1 2026, selling an estimated $219K and leaving 103,528 shares worth $3.44M. The position accounts for ﹤0.01% of the portfolio, ranked #2979.

LPL Financial first reported a position in RSPR in Q3 2016 and has held it in 26 quarters since. The position peaked at $9.56M in Q3 2024. 54 funds tracked by Wall St. Rank hold RSPR as of Q1 2026.

LPL Financial held 103,528 shares of Invesco S&P 500 Equal Weight Real Estate ETF worth $3.44M as of Q1 2026.
LPL Financial sold 6,352 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q1 2026, an estimated $219K.
Invesco S&P 500 Equal Weight Real Estate ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2979 holding.
LPL Financial first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q3 2016 and has held it in 26 quarters since.
LPL Financial's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $9.56M in Q3 2024.
54 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.