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	–	1269
2024 Q4	$1.43M	Buy	+40,618	New	+$1.51M	0.04%	368
2022 Q2	–	Sell	-74,713	Closed	-$3.03M	–	1411
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 $5.54B AUM 27.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CMAI

Capital Management Associates Inc Minneapolis, Minnesota $498M AUM 26.46% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

5SA

5th Street Advisors Southport, Connecticut $263M AUM 20.47% 1-Year Est. Return

Sigma Planning Corp's RSPR Position: Q1 2025 in Review

Sigma Planning Corp sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q1 2025, closing a stake of 40,618 shares — an estimated $1.43M sold.

Sigma Planning Corp first reported a position in RSPR in Q3 2021 and held it in 4 quarters. The position peaked at $3.03M in Q1 2022. 56 funds tracked by Wall St. Rank hold RSPR as of Q1 2025.

Sigma Planning Corp reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q1 2025 after selling out during the quarter.
Sigma Planning Corp sold 40,618 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q1 2025, an estimated $1.43M.
Sigma Planning Corp first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q3 2021 and held it in 4 quarters.
Sigma Planning Corp's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $3.03M in Q1 2022.
56 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q1 2025.

Based on Sigma Planning Corp's 13F filing for Q1 2025, filed 2 May 2025.