Joseph P. Lucia & Associates’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

Joseph P. Lucia & Associates’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
2020 Q3	–	Sell	-125	Closed	-$3K	–	381
2020 Q2	$3K	Sell	125 -7,642	-98%	-$192K	﹤0.01%	417
2020 Q1	$178K	Buy	7,767 +998	+15%	+$29.6K	0.2%	88
2019 Q4	$213K	Buy	6,769 +1,234	+22%	+$38.8K	0.19%	91
2019 Q3	$176K	Buy	5,535 +395	+8%	+$12.2K	0.18%	95
2019 Q2	$154K	Sell	5,140 -149,794	-97%	-$4.49M	0.16%	97
2019 Q1	$5.14K	Buy	+154,934	New	+$4.42M	0.38%	52

Other funds holding RSPR

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Joseph P. Lucia & Associates's RSPR Position: Q3 2020 in Review

Joseph P. Lucia & Associates sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q3 2020, closing a stake of 125 shares — an estimated $3K sold.

Joseph P. Lucia & Associates first reported a position in RSPR in Q1 2019 and held it in 6 quarters. The position peaked at $213K in Q4 2019. 19 funds tracked by Wall St. Rank hold RSPR as of Q3 2020.

Joseph P. Lucia & Associates reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q3 2020 after selling out during the quarter.
Joseph P. Lucia & Associates sold 125 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q3 2020, an estimated $3K.
Joseph P. Lucia & Associates first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q1 2019 and held it in 6 quarters.
Joseph P. Lucia & Associates's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $213K in Q4 2019.
19 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q3 2020.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2020, filed 20 Oct 2020.