Laurie J. Hall Trustee’s Invesco Russell 1000 Low Beta Equal Weight ETF USLB Stock Holding History

Laurie J. Hall Trustee’s Portfolio USLB Stock Details USLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-21	Closed	-$1K	–	352
2020 Q4	$1K	Buy	+21	New	+$703	﹤0.01%	334
2018 Q2	–	Sell	-3,150	Closed	-$97K	–	370
2018 Q1	$97K	Sell	3,150 -824	-21%	-$25.7K	0.06%	144
2017 Q4	$124K	Buy	+3,974	New	+$121K	0.07%	136

Other funds holding USLB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

Laurie J. Hall Trustee's USLB Position: Q1 2021 in Review

Laurie J. Hall Trustee sold out of Invesco Russell 1000 Low Beta Equal Weight ETF (USLB) in Q1 2021, closing a stake of 21 shares — an estimated $1K sold.

Laurie J. Hall Trustee first reported a position in USLB in Q4 2017 and held it in 3 quarters. The position peaked at $124K in Q4 2017. 13 funds tracked by Wall St. Rank hold USLB as of Q1 2021.

Laurie J. Hall Trustee reported no remaining Invesco Russell 1000 Low Beta Equal Weight ETF position as of Q1 2021 after selling out during the quarter.
Laurie J. Hall Trustee sold 21 Invesco Russell 1000 Low Beta Equal Weight ETF shares in Q1 2021, an estimated $1K.
Laurie J. Hall Trustee first reported a position in Invesco Russell 1000 Low Beta Equal Weight ETF in Q4 2017 and held it in 3 quarters.
Laurie J. Hall Trustee's Invesco Russell 1000 Low Beta Equal Weight ETF position peaked at $124K in Q4 2017.
13 funds tracked by Wall St. Rank held Invesco Russell 1000 Low Beta Equal Weight ETF as of Q1 2021.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2021, filed 15 Apr 2021.