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Advisor Consultant Network’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Advisor Consultant Network’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
2016
Q3 		$1.89M Buy
+121,710
New +$1.91M 0.27% 85

Other funds holding RSPH

PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advisor Consultant Network's RSPH Position: Q3 2016 in Review

Advisor Consultant Network opened a new position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q3 2016: 121,710 shares worth $1.89M. The stake represents 0.27% of the portfolio and ranks #85 among its holdings.

91 funds tracked by Wall St. Rank hold RSPH as of Q3 2016.

  • Advisor Consultant Network held 121,710 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $1.89M as of Q3 2016.
  • Invesco S&P 500 Equal Weight Health Care ETF was a new Advisor Consultant Network position in Q3 2016.
  • Invesco S&P 500 Equal Weight Health Care ETF made up 0.27% of Advisor Consultant Network's portfolio in Q3 2016, its #85 holding.
  • 91 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q3 2016.

Based on Advisor Consultant Network's 13F filing for Q3 2016, filed 14 Oct 2016.