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

Cypress Wealth Advisors’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
2018
Q4 		– Sell
-10,290
Closed -$212K – 84
2018
Q3 		$212K Buy
+10,290
New +$201K 0.22% 77

Other funds holding RSPH

FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cypress Wealth Advisors's RSPH Position: Q4 2018 in Review

Cypress Wealth Advisors sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q4 2018, closing a stake of 10,290 shares — an estimated $212K sold.

Cypress Wealth Advisors first reported a position in RSPH in Q3 2018 and held it in 1 quarter. The position peaked at $212K in Q3 2018. 130 funds tracked by Wall St. Rank hold RSPH as of Q4 2018.

  • Cypress Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q4 2018 after selling out during the quarter.
  • Cypress Wealth Advisors sold 10,290 Invesco S&P 500 Equal Weight Health Care ETF shares in Q4 2018, an estimated $212K.
  • Cypress Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q3 2018 and held it in 1 quarter.
  • Cypress Wealth Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $212K in Q3 2018.
  • 130 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q4 2018.

Based on Cypress Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.