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Schaeffer Financial’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

Schaeffer Financial’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
-186,531
Closed -$6.13M – 17
2024
Q1 		$6.13M Sell
186,531
-1,908
-1% -$61.4K 6.1% 7
2023
Q4 		$6.27M Buy
+188,439
New +$5.62M 6.64% 7

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 $5.54B AUM 27.43% 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 $550M AUM 22.11% 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 $490M AUM 60.73% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Schaeffer Financial's RSPR Position: Q2 2024 in Review

Schaeffer Financial sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q2 2024, closing a stake of 186,531 shares — an estimated $6.13M sold.

Schaeffer Financial first reported a position in RSPR in Q4 2023 and held it in 2 quarters. The position peaked at $6.27M in Q4 2023. 49 funds tracked by Wall St. Rank hold RSPR as of Q2 2024.

  • Schaeffer Financial reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Schaeffer Financial sold 186,531 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q2 2024, an estimated $6.13M.
  • Schaeffer Financial first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q4 2023 and held it in 2 quarters.
  • Schaeffer Financial's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $6.27M in Q4 2023.
  • 49 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q2 2024.

Based on Schaeffer Financial's 13F filing for Q2 2024, filed 26 Jul 2024.