Sargent Bickham Lagudis’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-52	Closed	-$1K	–	809
2020 Q1	$1K	Hold	52	–	–	﹤0.01%	753
2019 Q4	$2K	Hold	52	–	–	﹤0.01%	782
2019 Q3	$2K	Hold	52	–	–	﹤0.01%	679
2019 Q2	$2K	Hold	52	–	–	﹤0.01%	720
2019 Q1	$2K	Hold	52	–	–	﹤0.01%	755
2018 Q4	$1K	Buy	+52	New	+$1.41K	﹤0.01%	735
2017 Q2	–	Sell	-52	Closed	-$1K	–	802
2017 Q1	$1K	Buy	+52	New	+$1.39K	﹤0.01%	728

Other funds holding RSPR

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

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

FIM

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

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

KPW

Kore Private Wealth New York $554M AUM 17.38% 1-Year Est. Return

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

Sargent Bickham Lagudis's RSPR Position: Q2 2020 in Review

Sargent Bickham Lagudis sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q2 2020, closing a stake of 52 shares — an estimated $1K sold.

Sargent Bickham Lagudis first reported a position in RSPR in Q1 2017 and held it in 7 quarters. The position peaked at $2K in Q4 2019. 23 funds tracked by Wall St. Rank hold RSPR as of Q2 2020.

Sargent Bickham Lagudis reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q2 2020 after selling out during the quarter.
Sargent Bickham Lagudis sold 52 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q2 2020, an estimated $1K.
Sargent Bickham Lagudis first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q1 2017 and held it in 7 quarters.
Sargent Bickham Lagudis's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $2K in Q4 2019.
23 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q2 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2020, filed 7 Sep 2021.