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

KCM Investment 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
2023
Q4 		– Sell
-12,465
Closed -$342K – 372
2023
Q3 		$342K Buy
+12,465
New +$363K 0.01% 290

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KCM Investment Advisors's RSPH Position: Q4 2023 in Review

KCM Investment Advisors sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q4 2023, closing a stake of 12,465 shares — an estimated $342K sold.

KCM Investment Advisors first reported a position in RSPH in Q3 2023 and held it in 1 quarter. The position peaked at $342K in Q3 2023. 194 funds tracked by Wall St. Rank hold RSPH as of Q4 2023.

  • KCM Investment Advisors reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q4 2023 after selling out during the quarter.
  • KCM Investment Advisors sold 12,465 Invesco S&P 500 Equal Weight Health Care ETF shares in Q4 2023, an estimated $342K.
  • KCM Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q3 2023 and held it in 1 quarter.
  • KCM Investment Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $342K in Q3 2023.
  • 194 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q4 2023.

Based on KCM Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.