WWM
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Western Wealth Management’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

Western Wealth 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
Q3 		– Sell
-48,189
Closed -$1.61M – 844
2022
Q2 		$1.61M Buy
+48,189
New +$1.79M 0.09% 221

Other funds holding RSPR

JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 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 $1.66T AUM 25.57% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $399M AUM 47.19% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Western Wealth Management's RSPR Position: Q3 2022 in Review

Western Wealth Management sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q3 2022, closing a stake of 48,189 shares — an estimated $1.61M sold.

Western Wealth Management first reported a position in RSPR in Q2 2022 and held it in 1 quarter. The position peaked at $1.61M in Q2 2022. 49 funds tracked by Wall St. Rank hold RSPR as of Q3 2022.

  • Western Wealth Management reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Western Wealth Management sold 48,189 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q3 2022, an estimated $1.61M.
  • Western Wealth Management first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q2 2022 and held it in 1 quarter.
  • Western Wealth Management's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $1.61M in Q2 2022.
  • 49 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q3 2022.

Based on Western Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.