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

Geller 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
2022 Q3	–	Sell	-22,600	Closed	-$605K	–	147
2022 Q2	$605K	Hold	22,600	–	–	0.13%	45
2022 Q1	$692K	Buy	+22,600	New	+$676K	0.13%	44

Other funds holding RSPH

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

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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

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

RRWA

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

PFM

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

Geller Advisors's RSPH Position: Q3 2022 in Review

Geller Advisors sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q3 2022, closing a stake of 22,600 shares — an estimated $605K sold.

Geller Advisors first reported a position in RSPH in Q1 2022 and held it in 2 quarters. The position peaked at $692K in Q1 2022. 179 funds tracked by Wall St. Rank hold RSPH as of Q3 2022.

Geller Advisors reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q3 2022 after selling out during the quarter.
Geller Advisors sold 22,600 Invesco S&P 500 Equal Weight Health Care ETF shares in Q3 2022, an estimated $605K.
Geller Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q1 2022 and held it in 2 quarters.
Geller Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $692K in Q1 2022.
179 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q3 2022.

Based on Geller Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.