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

Financial Services Advisory’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 Q1	–	Sell	-28,350	Closed	-$818K	–	42
2022 Q4	$818K	Buy	+28,350	New	+$790K	0.53%	22
2021 Q4	–	Sell	-39,380	Closed	-$1.17M	–	48
2021 Q3	$1.17M	Buy	+39,380	New	+$1.21M	0.4%	27

Other funds holding RSPH

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Services Advisory's RSPH Position: Q1 2023 in Review

Financial Services Advisory sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q1 2023, closing a stake of 28,350 shares — an estimated $818K sold.

Financial Services Advisory first reported a position in RSPH in Q3 2021 and held it in 2 quarters. The position peaked at $1.17M in Q3 2021. 182 funds tracked by Wall St. Rank hold RSPH as of Q1 2023.

Financial Services Advisory reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q1 2023 after selling out during the quarter.
Financial Services Advisory sold 28,350 Invesco S&P 500 Equal Weight Health Care ETF shares in Q1 2023, an estimated $818K.
Financial Services Advisory first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q3 2021 and held it in 2 quarters.
Financial Services Advisory's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $1.17M in Q3 2021.
182 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q1 2023.

Based on Financial Services Advisory's 13F filing for Q1 2023, filed 18 Apr 2023.