Kiley Juergens Wealth Management’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Kiley Juergens Wealth Management’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 Q1	–	Sell	-290	Closed	-$5K	–	492
2017 Q4	$5K	Buy	+290	New	+$5.14K	﹤0.01%	561

Other funds holding RSPH

FIM

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

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

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

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

MCM

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

RJA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Kiley Juergens Wealth Management's RSPH Position: Q1 2018 in Review

Kiley Juergens Wealth Management sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q1 2018, closing a stake of 290 shares — an estimated $5K sold.

Kiley Juergens Wealth Management first reported a position in RSPH in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 106 funds tracked by Wall St. Rank hold RSPH as of Q1 2018.

Kiley Juergens Wealth Management reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q1 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 290 Invesco S&P 500 Equal Weight Health Care ETF shares in Q1 2018, an estimated $5K.
Kiley Juergens Wealth Management first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2017 and held it in 1 quarter.
Kiley Juergens Wealth Management's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $5K in Q4 2017.
106 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q1 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2018, filed 23 Apr 2018.