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

Executive Wealth Management’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
2019
Q3 		– Sell
-170
Closed -$3K – 650
2019
Q2 		$3K Hold
170
– – ﹤0.01% 777
2019
Q1 		$3K Sell
170
-130
-43% -$2.51K ﹤0.01% 705
2018
Q4 		$5K Buy
+300
New +$5.7K ﹤0.01% 681

Other funds holding RSPH

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
SAS
Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Executive Wealth Management's RSPH Position: Q3 2019 in Review

Executive Wealth Management sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q3 2019, closing a stake of 170 shares — an estimated $3K sold.

Executive Wealth Management first reported a position in RSPH in Q4 2018 and held it in 3 quarters. The position peaked at $5K in Q4 2018. 133 funds tracked by Wall St. Rank hold RSPH as of Q3 2019.

  • Executive Wealth Management reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 170 Invesco S&P 500 Equal Weight Health Care ETF shares in Q3 2019, an estimated $3K.
  • Executive Wealth Management first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $5K in Q4 2018.
  • 133 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.