Comprehensive Financial Planning’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Comprehensive Financial Planning’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
2025 Q1	–	Sell	-154	Closed	-$4.51K	–	357
2024 Q4	$4.51K	Buy	+154	New	+$4.73K	﹤0.01%	286

Other funds holding RSPH

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $340M AUM 14.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

MCM

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

FDCDDQ

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

Comprehensive Financial Planning's RSPH Position: Q1 2025 in Review

Comprehensive Financial Planning sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q1 2025, closing a stake of 154 shares — an estimated $4.51K sold.

Comprehensive Financial Planning first reported a position in RSPH in Q4 2024 and held it in 1 quarter. The position peaked at $4.51K in Q4 2024. 187 funds tracked by Wall St. Rank hold RSPH as of Q1 2025.

Comprehensive Financial Planning reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q1 2025 after selling out during the quarter.
Comprehensive Financial Planning sold 154 Invesco S&P 500 Equal Weight Health Care ETF shares in Q1 2025, an estimated $4.51K.
Comprehensive Financial Planning first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2024 and held it in 1 quarter.
Comprehensive Financial Planning's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $4.51K in Q4 2024.
187 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q1 2025.

Based on Comprehensive Financial Planning's 13F filing for Q1 2025, filed 9 May 2025.