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

Concord Wealth Partners’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	-120	Closed	-$3.5K	–	1062
2023 Q1	$3.5K	Hold	120	–	–	﹤0.01%	730
2022 Q4	$3.46K	Buy	+120	New	+$3.34K	﹤0.01%	837
2022 Q3	–	Sell	-120	Closed	-$3K	–	930
2022 Q2	$3K	Hold	120	–	–	﹤0.01%	961
2022 Q1	$4K	Hold	120	–	–	﹤0.01%	980
2021 Q4	$4K	Hold	120	–	–	﹤0.01%	1009
2021 Q3	$4K	Hold	120	–	–	﹤0.01%	645
2021 Q2	$4K	Hold	120	–	–	﹤0.01%	780
2021 Q1	$3K	Hold	120	–	–	﹤0.01%	774
2020 Q4	$3K	Buy	+120	New	+$2.99K	﹤0.01%	492

Other funds holding RSPH

HighTower Advisors

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

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

Bank of America

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Royal Bank of Canada

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return