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

BDO 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
2019 Q1	–	Sell	-2,850	Closed	-$51K	–	656
2018 Q4	$51K	Hold	2,850	–	–	0.02%	259
2018 Q3	$59K	Hold	2,850	–	–	0.02%	270
2018 Q2	$52K	Buy	+2,850	New	+$51.7K	0.02%	296

Other funds holding RSPH

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

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

PFM

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

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

MCM

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

BDO Wealth Advisors's RSPH Position: Q1 2019 in Review

BDO Wealth Advisors sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q1 2019, closing a stake of 2,850 shares — an estimated $51K sold.

BDO Wealth Advisors first reported a position in RSPH in Q2 2018 and held it in 3 quarters. The position peaked at $59K in Q3 2018. 145 funds tracked by Wall St. Rank hold RSPH as of Q1 2019.

BDO Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q1 2019 after selling out during the quarter.
BDO Wealth Advisors sold 2,850 Invesco S&P 500 Equal Weight Health Care ETF shares in Q1 2019, an estimated $51K.
BDO Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q2 2018 and held it in 3 quarters.
BDO Wealth Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $59K in Q3 2018.
145 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q1 2019.

Based on BDO Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.