Johnson Financial Group Inc (Wisconsin)’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2022 Q4	–	Sell	-650	Closed	-$16K	–	664
2022 Q3	$16K	Buy	+650	New	+$17.8K	﹤0.01%	464
2018 Q1	–	Sell	-720	Closed	-$13K	–	594
2017 Q4	$13K	Hold	720	–	–	﹤0.01%	468
2017 Q3	$13K	Buy	+720	New	+$12.5K	﹤0.01%	443

Other funds holding RSPH

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s RSPH Position: Q4 2022 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q4 2022, closing a stake of 650 shares — an estimated $16K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in RSPH in Q3 2017 and held it in 3 quarters. The position peaked at $16K in Q3 2022. 189 funds tracked by Wall St. Rank hold RSPH as of Q4 2022.

Johnson Financial Group Inc (Wisconsin) reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q4 2022 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 650 Invesco S&P 500 Equal Weight Health Care ETF shares in Q4 2022, an estimated $16K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q3 2017 and held it in 3 quarters.
Johnson Financial Group Inc (Wisconsin)'s Invesco S&P 500 Equal Weight Health Care ETF position peaked at $16K in Q3 2022.
189 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q4 2022.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2022, filed 13 Feb 2023.