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

GoalVest 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
2022 Q2	–	Sell	-20	Closed	-$1K	–	500
2022 Q1	$1K	Buy	+20	New	+$599	﹤0.01%	358

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

PFM

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

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GoalVest Advisory's RSPH Position: Q2 2022 in Review

GoalVest Advisory sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2022, closing a stake of 20 shares — an estimated $1K sold.

GoalVest Advisory first reported a position in RSPH in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 182 funds tracked by Wall St. Rank hold RSPH as of Q2 2022.

GoalVest Advisory reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q2 2022 after selling out during the quarter.
GoalVest Advisory sold 20 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2022, an estimated $1K.
GoalVest Advisory first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q1 2022 and held it in 1 quarter.
GoalVest Advisory's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $1K in Q1 2022.
182 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2022.

Based on GoalVest Advisory's 13F filing for Q2 2022, filed 6 Jul 2022.