NWM
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Napa Wealth Management’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

Napa Wealth Management’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
2024
Q3 		– Sell
-87,760
Closed -$2.87M – 176
2024
Q2 		$2.87M Buy
+87,760
New +$2.8M 1.94% 10

Other funds holding RSPR

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

Napa Wealth Management's RSPR Position: Q3 2024 in Review

Napa Wealth Management sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q3 2024, closing a stake of 87,760 shares — an estimated $2.87M sold.

Napa Wealth Management first reported a position in RSPR in Q2 2024 and held it in 1 quarter. The position peaked at $2.87M in Q2 2024. 51 funds tracked by Wall St. Rank hold RSPR as of Q3 2024.

  • Napa Wealth Management reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • Napa Wealth Management sold 87,760 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q3 2024, an estimated $2.87M.
  • Napa Wealth Management first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q2 2024 and held it in 1 quarter.
  • Napa Wealth Management's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $2.87M in Q2 2024.
  • 51 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q3 2024.

Based on Napa Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.