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

Spire Wealth 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
2023 Q2	–	Sell	-91	Closed	-$2.8K	–	2514
2023 Q1	$2.8K	Sell	91 -71,018	-100%	-$2.26M	﹤0.01%	2179
2022 Q4	$2.19M	Sell	71,109 -1,720	-2%	-$53K	0.12%	147
2022 Q3	$2.18M	Sell	72,829 -18,526	-20%	-$637K	0.13%	131
2022 Q2	$3.05M	Sell	91,355 -42,344	-32%	-$1.57M	0.13%	157
2022 Q1	$5.42M	Sell	133,699 -42,721	-24%	-$1.68M	0.15%	148
2021 Q4	$7.49M	Buy	176,420 +9,676	+6%	+$383K	0.17%	140
2021 Q3	$6.13M	Buy	166,744 +9,802	+6%	+$371K	0.16%	142
2021 Q2	$5.7M	Buy	+156,942	New	+$5.53M	0.15%	156

Other funds holding RSPR

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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

OPWM

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $399M AUM 47.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Spire Wealth Management's RSPR Position: Q2 2023 in Review

Spire Wealth Management sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q2 2023, closing a stake of 91 shares — an estimated $2.8K sold.

Spire Wealth Management first reported a position in RSPR in Q2 2021 and held it in 8 quarters. The position peaked at $7.49M in Q4 2021. 44 funds tracked by Wall St. Rank hold RSPR as of Q2 2023.

Spire Wealth Management reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 91 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q2 2023, an estimated $2.8K.
Spire Wealth Management first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q2 2021 and held it in 8 quarters.
Spire Wealth Management's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $7.49M in Q4 2021.
44 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.