Northwestern Mutual Wealth Management
RSPR icon

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

Northwestern Mutual 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
Q2 		– Sell
-45
Closed -$1.48K – 3777
2024
Q1 		$1.48K Sell
45
-9
-17% -$290 ﹤0.01% 3113
2023
Q4 		$1.8K Buy
54
+9
+20% +$268 ﹤0.01% 3077
2023
Q3 		$1.29K Hold
45
– – ﹤0.01% 3008
2023
Q2 		$1.41K Hold
45
– – ﹤0.01% 3044
2023
Q1 		$1.38K Buy
+45
New +$1.43K ﹤0.01% 2977
2017
Q3 		– Sell
-295
Closed -$8K – 2247
2017
Q2 		$8K Buy
+295
New +$8K ﹤0.01% 1660

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 $4.82B AUM 20.19% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KV
Kickstand Ventures Pittsford, New York $475M AUM 16.24% 1-Year Est. Return
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 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
FFG
Fortem Financial Group Palm Desert, California $399M AUM 47.19% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Northwestern Mutual Wealth Management's RSPR Position: Q2 2024 in Review

Northwestern Mutual Wealth Management sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q2 2024, closing a stake of 45 shares — an estimated $1.48K sold.

Northwestern Mutual Wealth Management first reported a position in RSPR in Q2 2017 and held it in 6 quarters. The position peaked at $8K in Q2 2017. 49 funds tracked by Wall St. Rank hold RSPR as of Q2 2024.

  • Northwestern Mutual Wealth Management reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 45 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q2 2024, an estimated $1.48K.
  • Northwestern Mutual Wealth Management first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q2 2017 and held it in 6 quarters.
  • Northwestern Mutual Wealth Management's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $8K in Q2 2017.
  • 49 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q2 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2024, filed 16 Aug 2024.