Hochman Cole Investment Advisors’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Hochman Cole Investment Advisors’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
2021 Q3	$282K	Sell	9,440 -330	-3%	-$10.2K	0.11%	111
2021 Q2	$286K	Sell	9,770 -530	-5%	-$15K	0.11%	104
2021 Q1	$276K	Sell	10,300 -360	-3%	-$9.58K	0.12%	106
2020 Q4	$279K	Sell	10,660 -1,570	-13%	-$39.1K	0.12%	98
2020 Q3	$288K	Sell	12,230 -3,990	-25%	-$93.9K	0.14%	91
2020 Q2	$360K	Sell	16,220 -10,920	-40%	-$234K	0.2%	79
2020 Q1	$513K	Sell	27,140 -1,270	-4%	-$26.9K	0.35%	52
2019 Q4	$629K	Buy	28,410 +540	+2%	+$11.3K	0.34%	59
2019 Q3	$546K	Sell	27,870 -630	-2%	-$12.5K	0.34%	60
2019 Q2	$578K	Buy	+28,500	New	+$554K	0.34%	58

Other funds holding RSPH

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

BHWA

Beacon Harbor Wealth Advisors Virginia Beach, Virginia $513M AUM 48.98% 1-Year Est. Return

Hochman Cole Investment Advisors's RSPH Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) stake by 3.4% in Q3 2021, selling an estimated $10.2K and leaving 9,440 shares worth $282K. The position accounts for 0.11% of the portfolio, ranked #111.

Hochman Cole Investment Advisors first reported a position in RSPH in Q2 2019 and has held it in 10 quarters since. The position peaked at $629K in Q4 2019. 173 funds tracked by Wall St. Rank hold RSPH as of Q3 2021.

Hochman Cole Investment Advisors held 9,440 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $282K as of Q3 2021.
Hochman Cole Investment Advisors sold 330 Invesco S&P 500 Equal Weight Health Care ETF shares in Q3 2021, an estimated $10.2K.
Invesco S&P 500 Equal Weight Health Care ETF made up 0.11% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #111 holding.
Hochman Cole Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q2 2019 and has held it in 10 quarters since.
Hochman Cole Investment Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $629K in Q4 2019.
173 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.