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

Gradient Investments’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
2024
Q1 		– Sell
-60
Closed -$1.79K – 1719
2023
Q4 		$1.79K Hold
60
– – ﹤0.01% 1254
2023
Q3 		$1.64K Hold
60
– – ﹤0.01% 1226
2023
Q2 		$1.79K Hold
60
– – ﹤0.01% 1188
2023
Q1 		$1.75K Sell
60
-280
-82% -$8.15K ﹤0.01% 1126
2022
Q4 		$9.81K Sell
340
-100
-23% -$2.79K ﹤0.01% 816
2022
Q3 		$11K Sell
440
-60
-12% -$1.65K ﹤0.01% 782
2022
Q2 		$13K Sell
500
-10
-2% -$283 ﹤0.01% 724
2022
Q1 		$16K Buy
510
+10
+2% +$299 ﹤0.01% 692
2021
Q4 		$16K Sell
500
-80
-14% -$2.44K ﹤0.01% 702
2021
Q3 		$17K Sell
580
-850
-59% -$26.2K ﹤0.01% 674
2021
Q2 		$42K Sell
1,430
-120
-8% -$3.4K ﹤0.01% 494
2021
Q1 		$42K Sell
1,550
-1,240
-44% -$33K ﹤0.01% 485
2020
Q4 		$66K Hold
2,790
– – ﹤0.01% 362
2020
Q3 		$66K Sell
2,790
-180
-6% -$4.24K ﹤0.01% 365
2020
Q2 		$66K Sell
2,970
-1,974,020
-100% -$42.3M ﹤0.01% 346
2020
Q1 		$37.4M Buy
1,976,990
+49,830
+3% +$1.06M 2.02% 9
2019
Q4 		$42.7M Sell
1,927,160
-552,590
-22% -$11.5M 1.9% 7
2019
Q3 		$48.6M Buy
2,479,750
+21,620
+0.9% +$430K 2.38% 6
2019
Q2 		$49.8M Buy
+2,458,130
New +$47.8M 2.56% 7

Other funds holding RSPH

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Gradient Investments's RSPH Position: Q1 2024 in Review

Gradient Investments sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q1 2024, closing a stake of 60 shares — an estimated $1.79K sold.

Gradient Investments first reported a position in RSPH in Q2 2019 and held it in 19 quarters. The position peaked at $49.8M in Q2 2019. 190 funds tracked by Wall St. Rank hold RSPH as of Q1 2024.

  • Gradient Investments reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 60 Invesco S&P 500 Equal Weight Health Care ETF shares in Q1 2024, an estimated $1.79K.
  • Gradient Investments first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q2 2019 and held it in 19 quarters.
  • Gradient Investments's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $49.8M in Q2 2019.
  • 190 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.