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

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Oxinas Partners Wealth Management Jeffersonville, Indiana $219M AUM 24.96% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

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

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

Spire Wealth Management Mclean, Virginia $2.93B AUM 26.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return