Litman Gregory Wealth Management’s Invesco Russell 1000 Low Beta Equal Weight ETF USLB Stock Holding History

Litman Gregory Wealth Management’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
2020 Q4	–	Sell	-1,566	Closed	-$50K	–	222
2020 Q3	$50K	Hold	1,566	–	–	0.01%	97
2020 Q2	$47K	Hold	1,566	–	–	0.01%	96
2020 Q1	$41K	Hold	1,566	–	–	0.01%	90
2019 Q4	$54K	Hold	1,566	–	–	0.01%	91
2019 Q3	$53K	Hold	1,566	–	–	0.01%	77
2019 Q2	$51K	Hold	1,566	–	–	0.01%	88
2019 Q1	$50K	Hold	1,566	–	–	0.01%	70
2018 Q4	$44K	Buy	+1,566	New	+$48.1K	0.01%	76

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

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

JMPWA

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Litman Gregory Wealth Management's USLB Position: Q4 2020 in Review

Litman Gregory Wealth Management sold out of Invesco Russell 1000 Low Beta Equal Weight ETF (USLB) in Q4 2020, closing a stake of 1,566 shares — an estimated $50K sold.

Litman Gregory Wealth Management first reported a position in USLB in Q4 2018 and held it in 8 quarters. The position peaked at $54K in Q4 2019. 13 funds tracked by Wall St. Rank hold USLB as of Q4 2020.

Litman Gregory Wealth Management reported no remaining Invesco Russell 1000 Low Beta Equal Weight ETF position as of Q4 2020 after selling out during the quarter.
Litman Gregory Wealth Management sold 1,566 Invesco Russell 1000 Low Beta Equal Weight ETF shares in Q4 2020, an estimated $50K.
Litman Gregory Wealth Management first reported a position in Invesco Russell 1000 Low Beta Equal Weight ETF in Q4 2018 and held it in 8 quarters.
Litman Gregory Wealth Management's Invesco Russell 1000 Low Beta Equal Weight ETF position peaked at $54K in Q4 2019.
13 funds tracked by Wall St. Rank held Invesco Russell 1000 Low Beta Equal Weight ETF as of Q4 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2020, filed 5 Feb 2021.