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

Impact Partnership Wealth’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
-4,280
Closed -$136K – 574
2024
Q1 		$136K Hold
4,280
– – 0.05% 219
2023
Q4 		$127K Hold
4,280
– – 0.05% 221
2023
Q3 		$117K Buy
+4,280
New +$125K 0.04% 292

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
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 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

Impact Partnership Wealth's RSPH Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2024, closing a stake of 4,280 shares — an estimated $136K sold.

Impact Partnership Wealth first reported a position in RSPH in Q3 2023 and held it in 3 quarters. The position peaked at $136K in Q1 2024. 187 funds tracked by Wall St. Rank hold RSPH as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 4,280 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2024, an estimated $136K.
  • Impact Partnership Wealth first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $136K in Q1 2024.
  • 187 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.