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

Summit Financial’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
2026
Q1 		– Sell
-10,300
Closed -$346K – 1455
2025
Q4 		$346K Buy
+10,300
New +$351K 0.01% 1019

Other funds holding RSPR

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
CMAI
Capital Management Associates Inc Minneapolis, Minnesota $442M AUM 17.91% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Summit Financial's RSPR Position: Q1 2026 in Review

Summit Financial sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q1 2026, closing a stake of 10,300 shares — an estimated $346K sold.

Summit Financial first reported a position in RSPR in Q4 2025 and held it in 1 quarter. The position peaked at $346K in Q4 2025. 54 funds tracked by Wall St. Rank hold RSPR as of Q1 2026.

  • Summit Financial reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Financial sold 10,300 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q1 2026, an estimated $346K.
  • Summit Financial first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q4 2025 and held it in 1 quarter.
  • Summit Financial's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $346K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.