Sargent Bickham Lagudis’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$9.89K	Hold	170	–	–	﹤0.01%	729
2022 Q3	$9K	Hold	170	–	–	﹤0.01%	710
2022 Q2	$10K	Hold	170	–	–	﹤0.01%	698
2022 Q1	$10K	Hold	170	–	–	﹤0.01%	711
2021 Q4	$10K	Hold	170	–	–	﹤0.01%	717
2021 Q3	$9K	Hold	170	–	–	﹤0.01%	737
2021 Q2	$9K	Hold	170	–	–	﹤0.01%	731
2021 Q1	$9K	Hold	170	–	–	﹤0.01%	722
2020 Q4	$9K	Hold	170	–	–	﹤0.01%	673
2020 Q3	$8K	Hold	170	–	–	﹤0.01%	622
2020 Q2	$8K	Hold	170	–	–	﹤0.01%	608
2020 Q1	$8K	Hold	170	–	–	﹤0.01%	596
2019 Q4	$9K	Hold	170	–	–	﹤0.01%	628
2019 Q3	$9K	Hold	170	–	–	﹤0.01%	582
2019 Q2	$8K	Hold	170	–	–	﹤0.01%	617
2019 Q1	$8K	Hold	170	–	–	﹤0.01%	642
2018 Q4	$8K	Hold	170	–	–	﹤0.01%	612
2018 Q3	$7K	Hold	170	–	–	﹤0.01%	655
2018 Q2	$7K	Sell	170 -108	-39%	-$4.46K	﹤0.01%	638
2018 Q1	$11K	Hold	278	–	–	﹤0.01%	557
2017 Q4	$12K	Hold	278	–	–	﹤0.01%	579
2017 Q3	$12K	Hold	278	–	–	﹤0.01%	581
2017 Q2	$12K	Hold	278	–	–	﹤0.01%	550
2017 Q1	$12K	Hold	278	–	–	﹤0.01%	566
2016 Q4	$11K	Hold	278	–	–	﹤0.01%	552
2016 Q3	$11	Hold	278	–	–	﹤0.01%	563
2016 Q2	$12K	Hold	278	–	–	﹤0.01%	522
2016 Q1	$12K	Buy	+278	New	+$10.7K	﹤0.01%	544

Other funds holding RSPU

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

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

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

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

RJFSA

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

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

MAP

Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return

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

Sargent Bickham Lagudis held its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) position steady in Q4 2022 at 170 shares worth $9.89K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Sargent Bickham Lagudis first reported a position in RSPU in Q1 2016 and has held it in 28 quarters since. The position peaked at $12K in Q4 2017. 111 funds tracked by Wall St. Rank hold RSPU as of Q4 2022.

Sargent Bickham Lagudis held 170 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $9.89K as of Q4 2022.
Sargent Bickham Lagudis left its Invesco S&P 500 Equal Weight Utilities ETF share count unchanged in Q4 2022.
Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #729 holding.
Sargent Bickham Lagudis first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $12K in Q4 2017.
111 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q4 2022.

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