Wealthcare Advisory Partners’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

Wealthcare Advisory Partners’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
2024 Q2	–	Sell	-29,279	Closed	-$962K	–	860
2024 Q1	$962K	Sell	29,279 -792	-3%	-$25.5K	0.03%	378
2023 Q4	$1M	Sell	30,071 -5,554	-16%	-$166K	0.04%	314
2023 Q3	$1.02M	Sell	35,625 -80,761	-69%	-$2.5M	0.05%	272
2023 Q2	$3.64M	Sell	116,386 -116,093	-50%	-$3.53M	0.16%	108
2023 Q1	$7.13M	Buy	232,479 +60,106	+35%	+$1.92M	0.31%	62
2022 Q4	$5.3M	Buy	172,373 +38,283	+29%	+$1.18M	0.25%	78
2022 Q3	$4.01M	Buy	134,090 +31,003	+30%	+$1.07M	0.23%	84
2022 Q2	$3.44M	Buy	+103,087	New	+$3.82M	0.21%	81

Other funds holding RSPR

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

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

RJFSA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kickstand Ventures Pittsford, New York $475M AUM 16.24% 1-Year Est. Return

NWM

Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Wealthcare Advisory Partners's RSPR Position: Q2 2024 in Review

Wealthcare Advisory Partners sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q2 2024, closing a stake of 29,279 shares — an estimated $962K sold.

Wealthcare Advisory Partners first reported a position in RSPR in Q2 2022 and held it in 8 quarters. The position peaked at $7.13M in Q1 2023. 49 funds tracked by Wall St. Rank hold RSPR as of Q2 2024.

Wealthcare Advisory Partners reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q2 2024 after selling out during the quarter.
Wealthcare Advisory Partners sold 29,279 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q2 2024, an estimated $962K.
Wealthcare Advisory Partners first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q2 2022 and held it in 8 quarters.
Wealthcare Advisory Partners's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $7.13M in Q1 2023.
49 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q2 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2024, filed 12 Aug 2024.