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

B. Riley 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
2022 Q2	–	Sell	-19,320	Closed	-$593K	–	1365
2022 Q1	$593K	Sell	19,320 -2,060	-10%	-$61.6K	0.02%	670
2021 Q4	$685K	Buy	21,380 +1,010	+5%	+$30.7K	0.02%	666
2021 Q3	$608K	Sell	20,370 -50	-0.2%	-$1.54K	0.02%	697
2021 Q2	$598K	Sell	20,420 -720	-3%	-$20.4K	0.02%	685
2021 Q1	$568K	Buy	+21,140	New	+$563K	0.02%	677
2016 Q4	–	Sell	-13,580	Closed	-$212K	–	623
2016 Q3	$212K	Sell	13,580 -200	-1%	-$3.14K	0.04%	516
2016 Q2	$208K	Buy	+13,780	New	+$206K	0.04%	519
2016 Q1	–	Sell	-66,480	Closed	-$1.02M	–	600
2015 Q4	$1.02M	Buy	66,480 +21,940	+49%	+$327K	0.21%	127
2015 Q3	$626K	Sell	44,540 -4,450	-9%	-$69.6K	0.15%	186
2015 Q2	$782K	Buy	+48,990	New	+$775K	0.19%	141
2015 Q1	–	Sell	-3,000	Closed	-$43	–	1693
2014 Q4	$43	Buy	+3,000	New	+$41.2K	﹤0.01%	2171
2014 Q3	–	Sell	-5,300	Closed	-$65.4K	–	1642
2014 Q2	$65.4K	Buy	+5,300	New	+$62.8K	0.02%	907

Other funds holding RSPH

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

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

B. Riley Wealth Advisors's RSPH Position: Q2 2022 in Review

B. Riley Wealth Advisors sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2022, closing a stake of 19,320 shares — an estimated $593K sold.

B. Riley Wealth Advisors first reported a position in RSPH in Q2 2014 and held it in 12 quarters. The position peaked at $1.02M in Q4 2015. 182 funds tracked by Wall St. Rank hold RSPH as of Q2 2022.

B. Riley Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q2 2022 after selling out during the quarter.
B. Riley Wealth Advisors sold 19,320 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2022, an estimated $593K.
B. Riley Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q2 2014 and held it in 12 quarters.
B. Riley Wealth Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $1.02M in Q4 2015.
182 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.