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

BKM Wealth 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
2024
Q1 		– Sell
-220
Closed -$6.55K – 480
2023
Q4 		$6.55K Buy
+220
New +$6.03K ﹤0.01% 493

Other funds holding RSPH

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BKM Wealth Management's RSPH Position: Q1 2024 in Review

BKM Wealth Management sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q1 2024, closing a stake of 220 shares — an estimated $6.55K sold.

BKM Wealth Management first reported a position in RSPH in Q4 2023 and held it in 1 quarter. The position peaked at $6.55K in Q4 2023. 190 funds tracked by Wall St. Rank hold RSPH as of Q1 2024.

  • BKM Wealth Management reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 220 Invesco S&P 500 Equal Weight Health Care ETF shares in Q1 2024, an estimated $6.55K.
  • BKM Wealth Management first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $6.55K in Q4 2023.
  • 190 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.