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Harvest Group Wealth Management’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Harvest Group Wealth Management’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
2019
Q4 		– Sell
-1,520
Closed -$30K – 1028
2019
Q3 		$30K Sell
1,520
-300
-16% -$5.97K 0.04% 113
2019
Q2 		$36K Sell
1,820
-322,690
-99% -$6.27M 0.05% 91
2019
Q1 		$6.41M Buy
+324,510
New +$6.26M 5.89% 7

Other funds holding RSPH

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
SAS
Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return

Harvest Group Wealth Management's RSPH Position: Q4 2019 in Review

Harvest Group Wealth Management sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q4 2019, closing a stake of 1,520 shares — an estimated $30K sold.

Harvest Group Wealth Management first reported a position in RSPH in Q1 2019 and held it in 3 quarters. The position peaked at $6.41M in Q1 2019. 160 funds tracked by Wall St. Rank hold RSPH as of Q4 2019.

  • Harvest Group Wealth Management reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q4 2019 after selling out during the quarter.
  • Harvest Group Wealth Management sold 1,520 Invesco S&P 500 Equal Weight Health Care ETF shares in Q4 2019, an estimated $30K.
  • Harvest Group Wealth Management first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q1 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $6.41M in Q1 2019.
  • 160 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q4 2019.

Based on Harvest Group Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.