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

Snowden Capital 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
2019 Q1	–	Sell	-13,096	Closed	-$339K	–	511
2018 Q4	$339K	Buy	+13,096	New	+$355K	0.04%	359
2018 Q1	–	Sell	-8,801	Closed	-$244K	–	411
2017 Q4	$244K	Buy	8,801 +272	+3%	+$7.58K	0.03%	356
2017 Q3	$232K	Buy	8,529 +699	+9%	+$19.2K	0.04%	346
2017 Q2	$213K	Buy	7,830 +128	+2%	+$3.47K	0.04%	329
2017 Q1	$208K	Buy	+7,702	New	+$205K	0.05%	317

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Snowden Capital Advisors's RSPR Position: Q1 2019 in Review

Snowden Capital Advisors sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q1 2019, closing a stake of 13,096 shares — an estimated $339K sold.

Snowden Capital Advisors first reported a position in RSPR in Q1 2017 and held it in 5 quarters. The position peaked at $339K in Q4 2018. 23 funds tracked by Wall St. Rank hold RSPR as of Q1 2019.

Snowden Capital Advisors reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q1 2019 after selling out during the quarter.
Snowden Capital Advisors sold 13,096 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q1 2019, an estimated $339K.
Snowden Capital Advisors first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q1 2017 and held it in 5 quarters.
Snowden Capital Advisors's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $339K in Q4 2018.
23 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q1 2019.

Based on Snowden Capital Advisors's 13F filing for Q1 2019, filed 8 Jan 2024.