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Laidlaw Wealth Management’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Laidlaw Wealth Management’s Portfolio RSPN Stock Details RSPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-19,735
Closed -$744K – 401
2022
Q1 		$744K Buy
+19,735
New +$735K 0.12% 167

Other funds holding RSPN

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $349M AUM 61.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Laidlaw Wealth Management's RSPN Position: Q2 2022 in Review

Laidlaw Wealth Management sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q2 2022, closing a stake of 19,735 shares — an estimated $744K sold.

Laidlaw Wealth Management first reported a position in RSPN in Q1 2022 and held it in 1 quarter. The position peaked at $744K in Q1 2022. 97 funds tracked by Wall St. Rank hold RSPN as of Q2 2022.

  • Laidlaw Wealth Management reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q2 2022 after selling out during the quarter.
  • Laidlaw Wealth Management sold 19,735 Invesco S&P 500 Equal Weight Industrials ETF shares in Q2 2022, an estimated $744K.
  • Laidlaw Wealth Management first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q1 2022 and held it in 1 quarter.
  • Laidlaw Wealth Management's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $744K in Q1 2022.
  • 97 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2022.

Based on Laidlaw Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.