Belpointe Asset Management’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Belpointe Asset Management’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
2023 Q2	–	Sell	-840	Closed	-$24.4K	–	2797
2023 Q1	$24.4K	Hold	840	–	–	﹤0.01%	2192
2022 Q4	$24.1K	Buy	+840	New	+$23.4K	﹤0.01%	2052

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

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

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

RRWA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PFM

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

Belpointe Asset Management's RSPH Position: Q2 2023 in Review

Belpointe Asset Management sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2023, closing a stake of 840 shares — an estimated $24.4K sold.

Belpointe Asset Management first reported a position in RSPH in Q4 2022 and held it in 2 quarters. The position peaked at $24.4K in Q1 2023. 188 funds tracked by Wall St. Rank hold RSPH as of Q2 2023.

Belpointe Asset Management reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 840 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2023, an estimated $24.4K.
Belpointe Asset Management first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $24.4K in Q1 2023.
188 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.