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

JFS Wealth 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
2025 Q1	–	Sell	-1,970	Closed	-$57.7K	–	1983
2024 Q4	$57.7K	Buy	+1,970	New	+$60.6K	﹤0.01%	435

Other funds holding RSPH

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $340M AUM 14.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MCM

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

JFS Wealth Advisors's RSPH Position: Q1 2025 in Review

JFS Wealth Advisors sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q1 2025, closing a stake of 1,970 shares — an estimated $57.7K sold.

JFS Wealth Advisors first reported a position in RSPH in Q4 2024 and held it in 1 quarter. The position peaked at $57.7K in Q4 2024. 187 funds tracked by Wall St. Rank hold RSPH as of Q1 2025.

JFS Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q1 2025 after selling out during the quarter.
JFS Wealth Advisors sold 1,970 Invesco S&P 500 Equal Weight Health Care ETF shares in Q1 2025, an estimated $57.7K.
JFS Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2024 and held it in 1 quarter.
JFS Wealth Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $57.7K in Q4 2024.
187 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q1 2025.

Based on JFS Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.