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SignalPoint Asset Management’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

SignalPoint Asset Management’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
Q4 		$991K Sell
28,161
-735
-3% -$27.3K 0.24% 73
2024
Q3 		$1.09M Sell
28,896
-1,100
-4% -$39.4K 0.25% 74
2024
Q2 		$982K Sell
29,996
-177
-0.6% -$5.65K 0.26% 83
2024
Q1 		$992K Sell
30,173
-73
-0.2% -$2.35K 0.27% 77
2023
Q4 		$1.01M Sell
30,246
-233
-0.8% -$6.95K 0.3% 68
2023
Q3 		$872K Buy
30,479
+960
+3% +$29.8K 0.28% 74
2023
Q2 		$923K Buy
29,519
+1,355
+5% +$41.3K 0.28% 74
2023
Q1 		$863K Buy
28,164
+1,974
+8% +$62.9K 0.27% 76
2022
Q4 		$805K Buy
26,190
+160
+0.6% +$4.93K 0.28% 77
2022
Q3 		$779K Buy
26,030
+445
+2% +$15.3K 0.3% 76
2022
Q2 		$854K Buy
25,585
+958
+4% +$35.5K 0.31% 75
2022
Q1 		$998K Buy
24,627
+254
+1% +$9.99K 0.32% 74
2021
Q4 		$1.03M Sell
24,373
-9,004
-27% -$356K 0.31% 77
2021
Q3 		$1.23M Sell
33,377
-253
-0.8% -$9.57K 0.39% 65
2021
Q2 		$1.22M Sell
33,630
-2,405
-7% -$84.7K 0.4% 65
2021
Q1 		$1.17M Sell
36,035
-2,034
-5% -$62.6K 0.41% 63
2020
Q4 		$1.11M Sell
38,069
-579
-1% -$16.1K 0.42% 57
2020
Q3 		$999K Sell
38,648
-2,993
-7% -$78.9K 0.42% 51
2020
Q2 		$1.08M Buy
41,641
+1,384
+3% +$34.8K 0.49% 45
2020
Q1 		$923K Sell
40,257
-908
-2% -$26.9K 0.48% 45
2019
Q4 		$1.29M Sell
41,165
-442
-1% -$13.9K 0.54% 45
2019
Q3 		$1.32M Sell
41,607
-290
-0.7% -$8.98K 0.59% 37
2019
Q2 		$1.25M Buy
41,897
+1,503
+4% +$45.1K 0.6% 43
2019
Q1 		$1.21M Sell
40,394
-138
-0.3% -$3.94K 0.53% 46
2018
Q4 		$1.05M Buy
40,532
+349
+0.9% +$9.46K 0.51% 49
2018
Q3 		$1.1M Sell
40,183
-1,780
-4% -$49.7K 0.49% 53
2018
Q2 		$1.16M Sell
41,963
-1,268
-3% -$33.3K 0.55% 43
2018
Q1 		$1.12M Sell
43,231
-8,987
-17% -$233K 0.54% 50
2017
Q4 		$1.45M Sell
52,218
-1,494
-3% -$41.7K 0.7% 31
2017
Q3 		$1.46M Sell
53,712
-1,290
-2% -$35.3K 0.74% 30
2017
Q2 		$1.49M Sell
55,002
-120
-0.2% -$3.25K 0.41% 71
2017
Q1 		$1.49M Buy
55,122
+37,044
+205% +$987K 0.41% 70
2016
Q4 		$476K Buy
+18,078
New +$466K 0.12% 152

Other funds holding RSPR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

SignalPoint Asset Management's RSPR Position: Q4 2024 in Review

SignalPoint Asset Management reduced its Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) stake by 2.5% in Q4 2024, selling an estimated $27.3K and leaving 28,161 shares worth $991K. The position accounts for 0.24% of the portfolio, ranked #73.

SignalPoint Asset Management first reported a position in RSPR in Q4 2016 and has held it in 33 quarters since. The position peaked at $1.49M in Q2 2017. 56 funds tracked by Wall St. Rank hold RSPR as of Q4 2024.

  • SignalPoint Asset Management held 28,161 shares of Invesco S&P 500 Equal Weight Real Estate ETF worth $991K as of Q4 2024.
  • SignalPoint Asset Management sold 735 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q4 2024, an estimated $27.3K.
  • Invesco S&P 500 Equal Weight Real Estate ETF made up 0.24% of SignalPoint Asset Management's portfolio in Q4 2024, its #73 holding.
  • SignalPoint Asset Management first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q4 2016 and has held it in 33 quarters since.
  • SignalPoint Asset Management's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $1.49M in Q2 2017.
  • 56 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.