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Money Concepts Capital’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-5,505
Closed -$169K – 2418
2022
Q4 		$169K Buy
5,505
+212
+4% +$6.54K 0.01% 758
2022
Q3 		$158K Buy
5,293
+2,196
+71% +$75.5K 0.01% 469
2022
Q2 		$106K Buy
3,097
+199
+7% +$7.38K 0.01% 552
2022
Q1 		$117K Buy
2,898
+2,098
+262% +$82.5K 0.01% 934
2021
Q4 		$34K Buy
+800
New +$31.6K ﹤0.01% 622

Other funds holding RSPR

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $399M AUM 47.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Money Concepts Capital's RSPR Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q1 2023, closing a stake of 5,505 shares — an estimated $169K sold.

Money Concepts Capital first reported a position in RSPR in Q4 2021 and held it in 5 quarters. The position peaked at $169K in Q4 2022. 44 funds tracked by Wall St. Rank hold RSPR as of Q1 2023.

  • Money Concepts Capital reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 5,505 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q1 2023, an estimated $169K.
  • Money Concepts Capital first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q4 2021 and held it in 5 quarters.
  • Money Concepts Capital's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $169K in Q4 2022.
  • 44 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.