Sargent Bickham Lagudis’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Sargent Bickham Lagudis’s Portfolio RSPD Stock Details RSPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$35.5K	Hold	903	–	–	﹤0.01%	498
2022 Q3	$32K	Hold	903	–	–	﹤0.01%	491
2022 Q2	$32K	Hold	903	–	–	﹤0.01%	505
2022 Q1	$41K	Sell	903 -366	-29%	-$17.2K	﹤0.01%	489
2021 Q4	$66K	Hold	1,269	–	–	0.01%	407
2021 Q3	$61K	Hold	1,269	–	–	0.01%	411
2021 Q2	$63K	Hold	1,269	–	–	0.01%	414
2021 Q1	$60K	Hold	1,269	–	–	0.01%	406
2020 Q4	$52K	Hold	1,269	–	–	﹤0.01%	420
2020 Q3	$44K	Hold	1,269	–	–	﹤0.01%	400
2020 Q2	$38K	Hold	1,269	–	–	﹤0.01%	395
2020 Q1	$28K	Hold	1,269	–	–	﹤0.01%	413
2019 Q4	$47K	Hold	1,269	–	–	0.01%	393
2019 Q3	$44K	Hold	1,269	–	–	0.01%	366
2019 Q2	$44K	Hold	1,269	–	–	0.01%	385
2019 Q1	$44K	Hold	1,269	–	–	0.01%	409
2018 Q4	$38K	Hold	1,269	–	–	﹤0.01%	402
2018 Q3	$45K	Hold	1,269	–	–	0.01%	385
2018 Q2	$44K	Hold	1,269	–	–	0.01%	373
2018 Q1	$42K	Hold	1,269	–	–	0.01%	385
2017 Q4	$42K	Hold	1,269	–	–	0.01%	398
2017 Q3	$39K	Sell	1,269 -765	-38%	-$23.4K	﹤0.01%	407
2017 Q2	$63K	Hold	2,034	–	–	0.01%	326
2017 Q1	$63K	Hold	2,034	–	–	0.01%	324
2016 Q4	$60K	Buy	2,034 +1,686	+484%	+$49.8K	0.01%	309
2016 Q3	$86	Sell	348 -3,003	-90%	-$87.9K	0.01%	280
2016 Q2	$94K	Sell	3,351 -675	-17%	-$19.2K	0.01%	276
2016 Q1	$119K	Buy	+4,026	New	+$110K	0.02%	259

Other funds holding RSPD

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Sargent Bickham Lagudis's RSPD Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) position steady in Q4 2022 at 903 shares worth $35.5K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Sargent Bickham Lagudis first reported a position in RSPD in Q1 2016 and has held it in 28 quarters since. The position peaked at $119K in Q1 2016. 80 funds tracked by Wall St. Rank hold RSPD as of Q4 2022.

Sargent Bickham Lagudis held 903 shares of Invesco S&P 500 Equal Weight Consumer Discretionary ETF worth $35.5K as of Q4 2022.
Sargent Bickham Lagudis left its Invesco S&P 500 Equal Weight Consumer Discretionary ETF share count unchanged in Q4 2022.
Invesco S&P 500 Equal Weight Consumer Discretionary ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #498 holding.
Sargent Bickham Lagudis first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $119K in Q1 2016.
80 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.