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Dubuque Bank & Trust’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Dubuque Bank & Trust’s Portfolio RSP Stock Details RSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-88
Closed -$9K – 759
2018
Q1 		$9K Buy
+88
New +$9.01K ﹤0.01% 513

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Dubuque Bank & Trust's RSP Position: Q2 2018 in Review

Dubuque Bank & Trust sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2018, closing a stake of 88 shares — an estimated $9K sold.

Dubuque Bank & Trust first reported a position in RSP in Q1 2018 and held it in 1 quarter. The position peaked at $9K in Q1 2018. 556 funds tracked by Wall St. Rank hold RSP as of Q2 2018.

  • Dubuque Bank & Trust reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2018 after selling out during the quarter.
  • Dubuque Bank & Trust sold 88 Invesco S&P 500 Equal Weight ETF shares in Q2 2018, an estimated $9K.
  • Dubuque Bank & Trust first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2018 and held it in 1 quarter.
  • Dubuque Bank & Trust's Invesco S&P 500 Equal Weight ETF position peaked at $9K in Q1 2018.
  • 556 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2018.

Based on Dubuque Bank & Trust's 13F filing for Q2 2018, filed 17 Jul 2018.