Guardian Wealth Advisors (North Carolina)’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-1,100	Closed	-$31.7K	–	419
2022 Q4	$31.7K	Hold	1,100	–	–	0.01%	277
2022 Q3	$28K	Hold	1,100	–	–	0.01%	258
2022 Q2	$29K	Buy	+1,100	New	+$31.2K	0.01%	256

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina)'s RSPH Position: Q1 2023 in Review

Guardian Wealth Advisors (North Carolina) sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q1 2023, closing a stake of 1,100 shares — an estimated $31.7K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in RSPH in Q2 2022 and held it in 3 quarters. The position peaked at $31.7K in Q4 2022. 183 funds tracked by Wall St. Rank hold RSPH as of Q1 2023.

Guardian Wealth Advisors (North Carolina) reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q1 2023 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 1,100 Invesco S&P 500 Equal Weight Health Care ETF shares in Q1 2023, an estimated $31.7K.
Guardian Wealth Advisors (North Carolina) first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q2 2022 and held it in 3 quarters.
Guardian Wealth Advisors (North Carolina)'s Invesco S&P 500 Equal Weight Health Care ETF position peaked at $31.7K in Q4 2022.
183 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q1 2023.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2023, filed 15 May 2023.