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

Iron Horse 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
Q2 		– Sell
-120
Closed -$3.5K – 341
2023
Q1 		$3.5K Buy
+120
New +$3.49K ﹤0.01% 223

Other funds holding RSPH

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

Iron Horse Wealth Management's RSPH Position: Q2 2023 in Review

Iron Horse Wealth Management sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2023, closing a stake of 120 shares — an estimated $3.5K sold.

Iron Horse Wealth Management first reported a position in RSPH in Q1 2023 and held it in 1 quarter. The position peaked at $3.5K in Q1 2023. 189 funds tracked by Wall St. Rank hold RSPH as of Q2 2023.

  • Iron Horse Wealth Management reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q2 2023 after selling out during the quarter.
  • Iron Horse Wealth Management sold 120 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2023, an estimated $3.5K.
  • Iron Horse Wealth Management first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q1 2023 and held it in 1 quarter.
  • Iron Horse Wealth Management's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $3.5K in Q1 2023.
  • 189 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2023.

Based on Iron Horse Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.