PPWM
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PFG Private Wealth Management’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

PFG Private 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
Q1 		– Sell
-6
Closed -$200 – 239
2023
Q4 		$200 Buy
+6
New +$179 ﹤0.01% 228

Other funds holding RSPR

GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $119M AUM 12.28% 1-Year Est. Return
KV
Kickstand Ventures Pittsford, New York $475M AUM 16.24% 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
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PFG Private Wealth Management's RSPR Position: Q1 2024 in Review

PFG Private Wealth Management sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q1 2024, closing a stake of 6 shares — an estimated $200 sold.

PFG Private Wealth Management first reported a position in RSPR in Q4 2023 and held it in 1 quarter. The position peaked at $200 in Q4 2023. 50 funds tracked by Wall St. Rank hold RSPR as of Q1 2024.

  • PFG Private Wealth Management reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • PFG Private Wealth Management sold 6 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q1 2024, an estimated $200.
  • PFG Private Wealth Management first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q4 2023 and held it in 1 quarter.
  • PFG Private Wealth Management's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $200 in Q4 2023.
  • 50 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q1 2024.

Based on PFG Private Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.