Prospera Financial Services’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Prospera Financial Services’s Portfolio REZ Stock Details REZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-3,572	Closed	-$286K	–	1414
2022 Q2	$286K	Sell	3,572 -206	-5%	-$17.9K	0.01%	646
2022 Q1	$362K	Buy	3,778 +714	+23%	+$66.2K	0.02%	689
2021 Q4	$301K	Buy	3,064 +70	+2%	+$6.44K	0.01%	710
2021 Q3	$256K	Hold	2,994	–	–	0.01%	704
2021 Q2	$250K	Buy	+2,994	New	+$240K	0.01%	709
2020 Q1	–	Sell	-6,925	Closed	-$522K	–	600
2019 Q4	$522K	Sell	6,925 -850	-11%	-$65.9K	0.04%	380
2019 Q3	$618K	Sell	7,775 -1,500	-16%	-$115K	0.06%	256
2019 Q2	$676K	Buy	+9,275	New	+$664K	0.08%	232

Other funds holding REZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Prospera Financial Services's REZ Position: Q3 2022 in Review

Prospera Financial Services sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2022, closing a stake of 3,572 shares — an estimated $286K sold.

Prospera Financial Services first reported a position in REZ in Q2 2019 and held it in 8 quarters. The position peaked at $676K in Q2 2019. 138 funds tracked by Wall St. Rank hold REZ as of Q3 2022.

Prospera Financial Services reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2022 after selling out during the quarter.
Prospera Financial Services sold 3,572 iShares Residential and Multisector Real Estate ETF shares in Q3 2022, an estimated $286K.
Prospera Financial Services first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2019 and held it in 8 quarters.
Prospera Financial Services's iShares Residential and Multisector Real Estate ETF position peaked at $676K in Q2 2019.
138 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.