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

Arete Wealth 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
2024 Q2	–	Sell	-17,946	Closed	-$571K	–	742
2024 Q1	$571K	Buy	17,946 +285	+2%	+$8.76K	0.05%	282
2023 Q4	$526K	Buy	+17,661	New	+$484K	0.04%	389
2023 Q3	–	Sell	-19,020	Closed	-$567K	–	663
2023 Q2	$567K	Buy	+19,020	New	+$557K	0.05%	335

Other funds holding RSPH

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Arete Wealth Advisors's RSPH Position: Q2 2024 in Review

Arete Wealth Advisors sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2024, closing a stake of 17,946 shares — an estimated $571K sold.

Arete Wealth Advisors first reported a position in RSPH in Q2 2023 and held it in 3 quarters. The position peaked at $571K in Q1 2024. 187 funds tracked by Wall St. Rank hold RSPH as of Q2 2024.

Arete Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q2 2024 after selling out during the quarter.
Arete Wealth Advisors sold 17,946 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2024, an estimated $571K.
Arete Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q2 2023 and held it in 3 quarters.
Arete Wealth Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $571K in Q1 2024.
187 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2024.

Based on Arete Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.