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

Institute for 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
2020
Q1 		– Sell
-4,860
Closed -$108K – 616
2019
Q4 		$108K Buy
+4,860
New +$101K 0.02% 470

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SAS
Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Institute for Wealth Management's RSPH Position: Q1 2020 in Review

Institute for Wealth Management sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q1 2020, closing a stake of 4,860 shares — an estimated $108K sold.

Institute for Wealth Management first reported a position in RSPH in Q4 2019 and held it in 1 quarter. The position peaked at $108K in Q4 2019. 151 funds tracked by Wall St. Rank hold RSPH as of Q1 2020.

  • Institute for Wealth Management reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 4,860 Invesco S&P 500 Equal Weight Health Care ETF shares in Q1 2020, an estimated $108K.
  • Institute for Wealth Management first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $108K in Q4 2019.
  • 151 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.