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

Carolinas Wealth Consulting’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
Q4 		– Sell
-120
Closed -$3.06K – 1044
2023
Q3 		$3.06K Buy
+120
New +$3.49K ﹤0.01% 686

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carolinas Wealth Consulting's RSPH Position: Q4 2023 in Review

Carolinas Wealth Consulting sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q4 2023, closing a stake of 120 shares — an estimated $3.06K sold.

Carolinas Wealth Consulting first reported a position in RSPH in Q3 2023 and held it in 1 quarter. The position peaked at $3.06K in Q3 2023. 194 funds tracked by Wall St. Rank hold RSPH as of Q4 2023.

  • Carolinas Wealth Consulting reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q4 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 120 Invesco S&P 500 Equal Weight Health Care ETF shares in Q4 2023, an estimated $3.06K.
  • Carolinas Wealth Consulting first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q3 2023 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $3.06K in Q3 2023.
  • 194 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q4 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2023, filed 13 Feb 2024.