Regal Investment Advisors’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

Regal Investment Advisors’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
2020 Q1	–	Sell	-19,506	Closed	-$613K	–	250
2019 Q4	$613K	Buy	+19,506	New	+$614K	0.11%	174
2019 Q3	–	Sell	-19,537	Closed	-$585K	–	333
2019 Q2	$585K	Sell	19,537 -2,428	-11%	-$72.8K	0.11%	177
2019 Q1	$658K	Buy	+21,965	New	+$627K	0.13%	158

Other funds holding RSPR

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

Regal Investment Advisors's RSPR Position: Q1 2020 in Review

Regal Investment Advisors sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q1 2020, closing a stake of 19,506 shares — an estimated $613K sold.

Regal Investment Advisors first reported a position in RSPR in Q1 2019 and held it in 3 quarters. The position peaked at $658K in Q1 2019. 24 funds tracked by Wall St. Rank hold RSPR as of Q1 2020.

Regal Investment Advisors reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Regal Investment Advisors sold 19,506 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q1 2020, an estimated $613K.
Regal Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q1 2019 and held it in 3 quarters.
Regal Investment Advisors's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $658K in Q1 2019.
24 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q1 2020.

Based on Regal Investment Advisors's 13F filing for Q1 2020, filed 12 May 2020.