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

Kabarec 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 Q2	–	Sell	-2,260	Closed	-$41K	–	95
2018 Q1	$41K	Hold	2,260	–	–	0.03%	57
2017 Q4	$41K	Buy	+2,260	New	+$40.1K	0.03%	56

Other funds holding RSPH

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PFM

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

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

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

MCM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kabarec Financial Advisors's RSPH Position: Q2 2018 in Review

Kabarec Financial Advisors sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2018, closing a stake of 2,260 shares — an estimated $41K sold.

Kabarec Financial Advisors first reported a position in RSPH in Q4 2017 and held it in 2 quarters. The position peaked at $41K in Q1 2018. 109 funds tracked by Wall St. Rank hold RSPH as of Q2 2018.

Kabarec Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q2 2018 after selling out during the quarter.
Kabarec Financial Advisors sold 2,260 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2018, an estimated $41K.
Kabarec Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2017 and held it in 2 quarters.
Kabarec Financial Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $41K in Q1 2018.
109 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.