WEG
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World Equity Group’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

World Equity Group’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
Q4 		– Sell
-49,058
Closed -$1.86M – 387
2024
Q3 		$1.86M Buy
49,058
+14,271
+41% +$511K 0.67% 37
2024
Q2 		$1.14M Buy
+34,787
New +$1.11M 0.34% 84

Other funds holding RSPR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

World Equity Group's RSPR Position: Q4 2024 in Review

World Equity Group sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q4 2024, closing a stake of 49,058 shares — an estimated $1.86M sold.

World Equity Group first reported a position in RSPR in Q2 2024 and held it in 2 quarters. The position peaked at $1.86M in Q3 2024. 56 funds tracked by Wall St. Rank hold RSPR as of Q4 2024.

  • World Equity Group reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • World Equity Group sold 49,058 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q4 2024, an estimated $1.86M.
  • World Equity Group first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q2 2024 and held it in 2 quarters.
  • World Equity Group's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $1.86M in Q3 2024.
  • 56 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q4 2024.

Based on World Equity Group's 13F filing for Q4 2024, filed 4 Feb 2025.