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

Sound Financial Strategies Group’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
2020
Q1 		– Sell
-64,537
Closed -$2.03M – 67
2019
Q4 		$2.03M Buy
+64,537
New +$2.03M 1.28% 21

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

Sound Financial Strategies Group's RSPR Position: Q1 2020 in Review

Sound Financial Strategies Group sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q1 2020, closing a stake of 64,537 shares — an estimated $2.03M sold.

Sound Financial Strategies Group first reported a position in RSPR in Q4 2019 and held it in 1 quarter. The position peaked at $2.03M in Q4 2019. 24 funds tracked by Wall St. Rank hold RSPR as of Q1 2020.

  • Sound Financial Strategies Group reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Sound Financial Strategies Group sold 64,537 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q1 2020, an estimated $2.03M.
  • Sound Financial Strategies Group first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q4 2019 and held it in 1 quarter.
  • Sound Financial Strategies Group's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $2.03M in Q4 2019.
  • 24 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q1 2020.

Based on Sound Financial Strategies Group's 13F filing for Q1 2020, filed 8 May 2020.