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NFP Retirement Inc’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

NFP Retirement Inc’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
2022
Q3 		– Sell
-11,609
Closed -$388K – 229
2022
Q2 		$388K Buy
11,609
+425
+4% +$15.8K 0.1% 155
2022
Q1 		$453K Buy
11,184
+46
+0.4% +$1.81K 0.11% 137
2021
Q4 		$471K Buy
+11,138
New +$441K 0.17% 93

Other funds holding RSPR

JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $399M AUM 47.19% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

NFP Retirement Inc's RSPR Position: Q3 2022 in Review

NFP Retirement Inc sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q3 2022, closing a stake of 11,609 shares — an estimated $388K sold.

NFP Retirement Inc first reported a position in RSPR in Q4 2021 and held it in 3 quarters. The position peaked at $471K in Q4 2021. 49 funds tracked by Wall St. Rank hold RSPR as of Q3 2022.

  • NFP Retirement Inc reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • NFP Retirement Inc sold 11,609 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q3 2022, an estimated $388K.
  • NFP Retirement Inc first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q4 2021 and held it in 3 quarters.
  • NFP Retirement Inc's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $471K in Q4 2021.
  • 49 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q3 2022.

Based on NFP Retirement Inc's 13F filing for Q3 2022, filed 13 Feb 2025.