WA
RSPR icon

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

WESPAC Advisors’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
Q1 		– Sell
-38,234
Closed -$1.61M – 147
2021
Q4 		$1.61M Sell
38,234
-138
-0.4% -$5.46K 1.08% 28
2021
Q3 		$1.41M Buy
38,372
+32,014
+504% +$1.21M 0.87% 39
2021
Q2 		$230K Buy
+6,358
New +$224K 0.44% 90

Other funds holding RSPR

JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

WESPAC Advisors's RSPR Position: Q1 2022 in Review

WESPAC Advisors sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q1 2022, closing a stake of 38,234 shares — an estimated $1.61M sold.

WESPAC Advisors first reported a position in RSPR in Q2 2021 and held it in 3 quarters. The position peaked at $1.61M in Q4 2021. 52 funds tracked by Wall St. Rank hold RSPR as of Q1 2022.

  • WESPAC Advisors reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • WESPAC Advisors sold 38,234 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q1 2022, an estimated $1.61M.
  • WESPAC Advisors first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q2 2021 and held it in 3 quarters.
  • WESPAC Advisors's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $1.61M in Q4 2021.
  • 52 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q1 2022.

Based on WESPAC Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.