CPG
RSPH icon

Custom Portfolio Group’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Custom Portfolio Group’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
Q2 		$105K Hold
3,503
– – 0.08% 69
2024
Q1 		$111K Buy
3,503
+1,983
+130% +$60.9K 0.09% 68
2023
Q4 		$45.3K Buy
+1,520
New +$41.7K 0.04% 101

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
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $340M AUM 14.34% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return