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PagnatoKarp Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

PagnatoKarp Partners’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
-2,426
Closed -$204K – 112
2020
Q1 		$204K Buy
2,426
+21
+0.9% +$2.23K 0.05% 157
2019
Q4 		$278K Buy
2,405
+10
+0.4% +$1.11K 0.05% 155
2019
Q3 		$259K Buy
2,395
+11
+0.5% +$1.18K 0.05% 160
2019
Q2 		$257K Buy
2,384
+11
+0.5% +$1.17K 0.05% 159
2019
Q1 		$248K Buy
+2,373
New +$239K 0.06% 147
2017
Q4 		– Sell
-4,269
Closed -$408K – 138
2017
Q3 		$408K Sell
4,269
-17,983
-81% -$1.68M 0.13% 101
2017
Q2 		$2.06M Buy
22,252
+644
+3% +$59.1K 0.64% 26
2017
Q1 		$1.96M Buy
21,608
+5,909
+38% +$530K 0.57% 25
2016
Q4 		$1.36M Buy
+15,699
New +$1.33M 0.41% 35

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return