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

Heirloom 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
2023
Q1 		– Sell
-7,760
Closed -$224K – 51
2022
Q4 		$224K Buy
+7,760
New +$216K 0.14% 46

Other funds holding RSPH

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Heirloom Wealth Management's RSPH Position: Q1 2023 in Review

Heirloom Wealth Management sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q1 2023, closing a stake of 7,760 shares — an estimated $224K sold.

Heirloom Wealth Management first reported a position in RSPH in Q4 2022 and held it in 1 quarter. The position peaked at $224K in Q4 2022. 182 funds tracked by Wall St. Rank hold RSPH as of Q1 2023.

  • Heirloom Wealth Management reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q1 2023 after selling out during the quarter.
  • Heirloom Wealth Management sold 7,760 Invesco S&P 500 Equal Weight Health Care ETF shares in Q1 2023, an estimated $224K.
  • Heirloom Wealth Management first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2022 and held it in 1 quarter.
  • Heirloom Wealth Management's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $224K in Q4 2022.
  • 182 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q1 2023.

Based on Heirloom Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.