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

Affiance Financial’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
2023 Q1	–	Sell	-890	Closed	-$25.7K	–	352
2022 Q4	$25.7K	Hold	890	–	–	0.01%	216
2022 Q3	$22K	Hold	890	–	–	0.01%	107
2022 Q2	$24K	Hold	890	–	–	0.01%	107
2022 Q1	$27K	Hold	890	–	–	0.01%	119
2021 Q4	$29K	Hold	890	–	–	0.01%	130
2021 Q3	$27K	Sell	890 -50	-5%	-$1.54K	0.01%	135
2021 Q2	$28K	Hold	940	–	–	0.01%	139
2021 Q1	$25K	Hold	940	–	–	0.01%	137
2020 Q4	$25K	Hold	940	–	–	0.01%	123
2020 Q3	$22K	Hold	940	–	–	0.01%	122
2020 Q2	$21K	Hold	940	–	–	0.01%	116
2020 Q1	$18K	Hold	940	–	–	0.01%	110
2019 Q4	$21K	Buy	+940	New	+$19.6K	0.01%	127

Other funds holding RSPH

HighTower Advisors

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

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

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

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

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

Royal Bank of Canada

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

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

JP Morgan Chase

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