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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$22K	Sell	645 -290	-31%	-$9.71K	﹤0.01%	585
2022 Q3	$29K	Hold	935	–	–	﹤0.01%	512
2022 Q2	$31K	Hold	935	–	–	﹤0.01%	513
2022 Q1	$32K	Hold	935	–	–	﹤0.01%	534
2021 Q4	$32K	Hold	935	–	–	﹤0.01%	534
2021 Q3	$29K	Hold	935	–	–	﹤0.01%	554
2021 Q2	$30K	Hold	935	–	–	﹤0.01%	545
2021 Q1	$30K	Sell	935 -665	-42%	-$20.2K	﹤0.01%	526
2020 Q4	$48K	Hold	1,600	–	–	﹤0.01%	433
2020 Q3	$46K	Hold	1,600	–	–	﹤0.01%	392
2020 Q2	$43K	Hold	1,600	–	–	﹤0.01%	374
2020 Q1	$40K	Hold	1,600	–	–	0.01%	372
2019 Q4	$47K	Hold	1,600	–	–	0.01%	394
2019 Q3	$45K	Hold	1,600	–	–	0.01%	365
2019 Q2	$43K	Hold	1,600	–	–	0.01%	387
2019 Q1	$42K	Hold	1,600	–	–	﹤0.01%	415
2018 Q4	$37K	Hold	1,600	–	–	﹤0.01%	407
2018 Q3	$41K	Hold	1,600	–	–	﹤0.01%	398
2018 Q2	$40K	Hold	1,600	–	–	0.01%	391
2018 Q1	$41K	Hold	1,600	–	–	0.01%	389
2017 Q4	$43K	Sell	1,600 -500	-24%	-$12.7K	0.01%	394
2017 Q3	$51K	Sell	2,100 -665	-24%	-$16.6K	0.01%	363
2017 Q2	$69K	Hold	2,765	–	–	0.01%	308
2017 Q1	$69K	Hold	2,765	–	–	0.01%	312
2016 Q4	$66K	Sell	2,765 -1,175	-30%	-$28.1K	0.01%	299
2016 Q3	$96	Sell	3,940 -405	-9%	-$10.2K	0.01%	271
2016 Q2	$112K	Hold	4,345	–	–	0.02%	258
2016 Q1	$106K	Buy	+4,345	New	+$101K	0.02%	271

Other funds holding RSPS

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Sargent Bickham Lagudis reduced its Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) stake by 31% in Q4 2022, selling an estimated $9.71K and leaving 645 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Sargent Bickham Lagudis first reported a position in RSPS in Q1 2016 and has held it in 28 quarters since. The position peaked at $112K in Q2 2016. 133 funds tracked by Wall St. Rank hold RSPS as of Q4 2022.

Sargent Bickham Lagudis held 645 shares of Invesco S&P 500 Equal Weight Consumer Staples ETF worth $22K as of Q4 2022.
Sargent Bickham Lagudis sold 290 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q4 2022, an estimated $9.71K.
Invesco S&P 500 Equal Weight Consumer Staples ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #585 holding.
Sargent Bickham Lagudis first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $112K in Q2 2016.
133 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q4 2022.

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