Householder Group Estate & Retirement Specialist’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q2	–	Sell	-120	Closed	-$3.81K	–	1314
2024 Q1	$3.81K	Hold	120	–	–	﹤0.01%	970
2023 Q4	$3K	Hold	120	–	–	﹤0.01%	963
2023 Q3	$3.29K	Buy	+120	New	+$3.49K	﹤0.01%	1000
2023 Q1	$4K	Buy	+120	New	+$3.49K	﹤0.01%	1005
2022 Q4	–	Sell	-120	Closed	-$3K	–	952
2022 Q3	$3K	Buy	+120	New	+$3.29K	﹤0.01%	934

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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

PFM

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

Householder Group Estate & Retirement Specialist's RSPH Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2024, closing a stake of 120 shares — an estimated $3.81K sold.

Householder Group Estate & Retirement Specialist first reported a position in RSPH in Q3 2022 and held it in 5 quarters. The position peaked at $4K in Q1 2023. 187 funds tracked by Wall St. Rank hold RSPH as of Q2 2024.

Householder Group Estate & Retirement Specialist reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q2 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 120 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2024, an estimated $3.81K.
Householder Group Estate & Retirement Specialist first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q3 2022 and held it in 5 quarters.
Householder Group Estate & Retirement Specialist's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $4K in Q1 2023.
187 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.