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Cape Investment Advisory’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Cape Investment Advisory’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
-10
Closed -$298 – 1135
2023
Q4 		$298 Buy
+10
New +$274 ﹤0.01% 1079

Other funds holding RSPH

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cape Investment Advisory's RSPH Position: Q1 2024 in Review

Cape Investment Advisory sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q1 2024, closing a stake of 10 shares — an estimated $298 sold.

Cape Investment Advisory first reported a position in RSPH in Q4 2023 and held it in 1 quarter. The position peaked at $298 in Q4 2023. 190 funds tracked by Wall St. Rank hold RSPH as of Q1 2024.

  • Cape Investment Advisory reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q1 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 10 Invesco S&P 500 Equal Weight Health Care ETF shares in Q1 2024, an estimated $298.
  • Cape Investment Advisory first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2023 and held it in 1 quarter.
  • Cape Investment Advisory's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $298 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 Cape Investment Advisory's 13F filing for Q1 2024, filed 21 Jun 2024.