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Menora Mivtachim Holdings’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

Menora Mivtachim Holdings’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
2023
Q3 		– Sell
-24,000
Closed -$751K – 102
2023
Q2 		$751K Hold
24,000
– – 0.01% 77
2023
Q1 		$736K Buy
+24,000
New +$765K 0.01% 83

Other funds holding RSPR

GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Menora Mivtachim Holdings's RSPR Position: Q3 2023 in Review

Menora Mivtachim Holdings sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q3 2023, closing a stake of 24,000 shares — an estimated $751K sold.

Menora Mivtachim Holdings first reported a position in RSPR in Q1 2023 and held it in 2 quarters. The position peaked at $751K in Q2 2023. 41 funds tracked by Wall St. Rank hold RSPR as of Q3 2023.

  • Menora Mivtachim Holdings reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Menora Mivtachim Holdings sold 24,000 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q3 2023, an estimated $751K.
  • Menora Mivtachim Holdings first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q1 2023 and held it in 2 quarters.
  • Menora Mivtachim Holdings's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $751K in Q2 2023.
  • 41 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q3 2023.

Based on Menora Mivtachim Holdings's 13F filing for Q3 2023, filed 14 Nov 2023.