Leicht Financial Planning & Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Leicht Financial Planning & Wealth Management’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
2020 Q2	–	Sell	-5,871	Closed	-$496K	–	43
2020 Q1	$496K	Sell	5,871 -30,297	-84%	-$3.22M	0.48%	30
2019 Q4	$4.18M	Buy	36,168 +33,472	+1,242%	+$3.72M	3.81%	6
2019 Q3	$291K	Buy	2,696 +588	+28%	+$63.1K	0.28%	45
2019 Q2	$227K	Buy	+2,108	New	+$223K	0.22%	47

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Leicht Financial Planning & Wealth Management's RSP Position: Q2 2020 in Review

Leicht Financial Planning & Wealth Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2020, closing a stake of 5,871 shares — an estimated $496K sold.

Leicht Financial Planning & Wealth Management first reported a position in RSP in Q2 2019 and held it in 4 quarters. The position peaked at $4.18M in Q4 2019. 668 funds tracked by Wall St. Rank hold RSP as of Q2 2020.

Leicht Financial Planning & Wealth Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2020 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 5,871 Invesco S&P 500 Equal Weight ETF shares in Q2 2020, an estimated $496K.
Leicht Financial Planning & Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2019 and held it in 4 quarters.
Leicht Financial Planning & Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $4.18M in Q4 2019.
668 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2020, filed 10 Jul 2020.