Sigma Planning Corp’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

Sigma Planning Corp’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
2025 Q1	–	Sell	-40,618	Closed	-$1.43M	–	1270
2024 Q4	$1.43M	Buy	+40,618	New	+$1.51M	0.04%	368
2022 Q2	–	Sell	-74,713	Closed	-$3.03M	–	1412
2022 Q1	$3.03M	Buy	74,713 +6,982	+10%	+$275K	0.09%	226
2021 Q4	$2.86M	Buy	67,731 +4,799	+8%	+$190K	0.08%	254
2021 Q3	$2.31M	Buy	+62,932	New	+$2.38M	0.07%	291

Other funds holding RSPR

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capital Management Associates Inc Minneapolis, Minnesota $442M AUM 17.91% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Bank of America

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

5th Street Advisors Southport, Connecticut $231M AUM 17.38% 1-Year Est. Return