SFS
RSPR icon

Sowell Financial Services’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

Sowell Financial Services’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
Q4 		– Sell
-35,444
Closed -$1.13M – 2636
2019
Q3 		$1.13M Buy
+35,444
New +$1.1M 0.09% 229

Other funds holding RSPR

NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

Sowell Financial Services's RSPR Position: Q4 2019 in Review

Sowell Financial Services sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q4 2019, closing a stake of 35,444 shares — an estimated $1.13M sold.

Sowell Financial Services first reported a position in RSPR in Q3 2019 and held it in 1 quarter. The position peaked at $1.13M in Q3 2019. 28 funds tracked by Wall St. Rank hold RSPR as of Q4 2019.

  • Sowell Financial Services reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q4 2019 after selling out during the quarter.
  • Sowell Financial Services sold 35,444 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q4 2019, an estimated $1.13M.
  • Sowell Financial Services first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q3 2019 and held it in 1 quarter.
  • Sowell Financial Services's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $1.13M in Q3 2019.
  • 28 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q4 2019.

Based on Sowell Financial Services's 13F filing for Q4 2019, filed 7 Feb 2020.