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

Barber Financial Group’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	-6,850	Closed	-$210K	–	174
2022 Q1	$210K	Hold	6,850	–	–	0.03%	142
2021 Q4	$220K	Hold	6,850	–	–	0.03%	152
2021 Q3	$204K	Hold	6,850	–	–	0.03%	156
2021 Q2	$201K	Buy	+6,850	New	+$194K	0.03%	149
2018 Q1	–	Sell	-12,240	Closed	-$220K	–	142
2017 Q4	$220K	Sell	12,240 -580	-5%	-$10.3K	0.06%	109
2017 Q3	$225K	Buy	12,820 +10	+0.1%	+$174	0.06%	93
2017 Q2	$223K	Buy	12,810 +180	+1%	+$2.99K	0.07%	75
2017 Q1	$202K	Buy	+12,630	New	+$197K	0.07%	80

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

Barber Financial Group's RSPH Position: Q2 2022 in Review

Barber Financial Group sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2022, closing a stake of 6,850 shares — an estimated $210K sold.

Barber Financial Group first reported a position in RSPH in Q1 2017 and held it in 8 quarters. The position peaked at $225K in Q3 2017. 182 funds tracked by Wall St. Rank hold RSPH as of Q2 2022.

Barber Financial Group reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q2 2022 after selling out during the quarter.
Barber Financial Group sold 6,850 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2022, an estimated $210K.
Barber Financial Group first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q1 2017 and held it in 8 quarters.
Barber Financial Group's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $225K in Q3 2017.
182 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2022.

Based on Barber Financial Group's 13F filing for Q2 2022, filed 4 Aug 2022.