1834 Investment Advisors’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

1834 Investment Advisors’s Portfolio RSPH Stock Details RSPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,990	Closed	-$61K	–	495
2022 Q1	$61K	Buy	1,990 +140	+8%	+$4.19K	0.01%	245
2021 Q4	$59K	Hold	1,850	–	–	0.01%	257
2021 Q3	$55K	Buy	+1,850	New	+$56.9K	0.01%	264
2021 Q2	–	Sell	-950	Closed	-$25K	–	518
2021 Q1	$25K	Hold	950	–	–	﹤0.01%	307
2020 Q4	$25K	Hold	950	–	–	﹤0.01%	305
2020 Q3	$22K	Hold	950	–	–	﹤0.01%	300
2020 Q2	$21K	Sell	950 -950	-50%	-$20.3K	﹤0.01%	284
2020 Q1	$36K	Hold	1,900	–	–	0.01%	270
2019 Q4	$42K	Hold	1,900	–	–	0.01%	286
2019 Q3	$37K	Hold	1,900	–	–	0.01%	292
2019 Q2	$39K	Hold	1,900	–	–	0.01%	304
2019 Q1	$38K	Buy	+1,900	New	+$36.6K	0.01%	296

Other funds holding RSPH

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

1834 Investment Advisors's RSPH Position: Q2 2022 in Review

1834 Investment Advisors sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2022, closing a stake of 1,990 shares — an estimated $61K sold.

1834 Investment Advisors first reported a position in RSPH in Q1 2019 and held it in 12 quarters. The position peaked at $61K in Q1 2022. 182 funds tracked by Wall St. Rank hold RSPH as of Q2 2022.

1834 Investment Advisors reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q2 2022 after selling out during the quarter.
1834 Investment Advisors sold 1,990 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2022, an estimated $61K.
1834 Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q1 2019 and held it in 12 quarters.
1834 Investment Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $61K in Q1 2022.
182 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2022.

Based on 1834 Investment Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.