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ACG Wealth’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

ACG Wealth’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
Q3 		– Sell
-420
Closed -$11K – 854
2022
Q2 		$11K Buy
+420
New +$11.9K ﹤0.01% 679

Other funds holding RSPH

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

ACG Wealth's RSPH Position: Q3 2022 in Review

ACG Wealth sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q3 2022, closing a stake of 420 shares — an estimated $11K sold.

ACG Wealth first reported a position in RSPH in Q2 2022 and held it in 1 quarter. The position peaked at $11K in Q2 2022. 179 funds tracked by Wall St. Rank hold RSPH as of Q3 2022.

  • ACG Wealth reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 420 Invesco S&P 500 Equal Weight Health Care ETF shares in Q3 2022, an estimated $11K.
  • ACG Wealth first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $11K in Q2 2022.
  • 179 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.