JFA
RSPH icon

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

JNBA Financial 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
2018
Q4 		– Sell
-5,950
Closed -$123K – 691
2018
Q3 		$123K Buy
5,950
+5,810
+4,150% +$114K 0.06% 164
2018
Q2 		$3K Buy
+140
New +$2.54K ﹤0.01% 479

Other funds holding RSPH

FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JNBA Financial Advisors's RSPH Position: Q4 2018 in Review

JNBA Financial Advisors sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q4 2018, closing a stake of 5,950 shares — an estimated $123K sold.

JNBA Financial Advisors first reported a position in RSPH in Q2 2018 and held it in 2 quarters. The position peaked at $123K in Q3 2018. 130 funds tracked by Wall St. Rank hold RSPH as of Q4 2018.

  • JNBA Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q4 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 5,950 Invesco S&P 500 Equal Weight Health Care ETF shares in Q4 2018, an estimated $123K.
  • JNBA Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q2 2018 and held it in 2 quarters.
  • JNBA Financial Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $123K in Q3 2018.
  • 130 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q4 2018.

Based on JNBA Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.