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AWE
Avidian Wealth Enterprises’s
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
Stock Holding History
Avidian Wealth Enterprises’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
2026
Q1
$472K
Hold
15,640
–
–
0.02%
451
2025
Q4
$498K
Hold
15,640
–
–
0.02%
378
2025
Q3
$460K
Hold
15,640
–
–
0.02%
385
2025
Q2
$456K
Hold
15,640
–
–
0.02%
355
2025
Q1
$465K
Sell
15,640
-1,000
-6%
-$30.3K
0.02%
321
2024
Q4
$488K
Hold
16,640
–
–
0.02%
297
2024
Q3
$536K
Hold
16,640
–
–
0.02%
287
2024
Q2
$500K
Hold
16,640
–
–
0.02%
295
2024
Q1
$529K
Sell
16,640
-680
-4%
-$20.9K
0.03%
259
2023
Q4
$516K
Hold
17,320
–
–
0.03%
262
2023
Q3
$475K
Sell
17,320
-50
-0.3%
-$1.46K
0.03%
266
2023
Q2
$518K
Buy
17,370
+4,180
+32%
+$122K
0.03%
259
2023
Q1
$385K
Buy
13,190
+50
+0.4%
+$1.46K
0.02%
341
2022
Q4
$379K
Hold
13,140
–
–
0.02%
319
2022
Q3
$330K
Hold
13,140
–
–
0.02%
306
2022
Q2
$352K
Hold
13,140
–
–
0.03%
320
2022
Q1
$403K
Hold
13,140
–
–
0.03%
342
2021
Q4
$421K
Buy
+13,140
New
+$400K
0.03%
333
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1-Year Est. Return
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1-Year Est. Return
WLPWM
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$340M AUM
14.34%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
MCM
MAI Capital Management
Independence, Ohio
$17.6B AUM
18.87%
1-Year Est. Return
CAM
Cresset Asset Management
Chicago, Illinois
$23.1B AUM
27.04%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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