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

Synergy Asset 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
2022
Q2 		– Sell
-140,863
Closed -$5.71M – 128
2022
Q1 		$5.71M Buy
140,863
+3,283
+2% +$129K 1.37% 30
2021
Q4 		$5.81M Buy
+137,580
New +$5.44M 1.38% 27

Other funds holding RSPR

JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Synergy Asset Management's RSPR Position: Q2 2022 in Review

Synergy Asset Management sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q2 2022, closing a stake of 140,863 shares — an estimated $5.71M sold.

Synergy Asset Management first reported a position in RSPR in Q4 2021 and held it in 2 quarters. The position peaked at $5.81M in Q4 2021. 48 funds tracked by Wall St. Rank hold RSPR as of Q2 2022.

  • Synergy Asset Management reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Synergy Asset Management sold 140,863 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q2 2022, an estimated $5.71M.
  • Synergy Asset Management first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q4 2021 and held it in 2 quarters.
  • Synergy Asset Management's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $5.81M in Q4 2021.
  • 48 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q2 2022.

Based on Synergy Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.