Kings Point Capital Management’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Kings Point Capital 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
2022 Q1	$31K	Hold	1,000	–	–	﹤0.01%	415
2021 Q4	$32K	Hold	1,000	–	–	﹤0.01%	460
2021 Q3	$30K	Hold	1,000	–	–	﹤0.01%	437
2021 Q2	$29K	Hold	1,000	–	–	﹤0.01%	419
2021 Q1	$27K	Sell	1,000 -4,000	-80%	-$106K	﹤0.01%	417
2020 Q4	$131K	Hold	5,000	–	–	0.01%	217
2020 Q3	$118K	Hold	5,000	–	–	0.01%	220
2020 Q2	$111K	Hold	5,000	–	–	0.02%	208
2020 Q1	$95K	Buy	+5,000	New	+$106K	0.02%	219

Other funds holding RSPH

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

PFM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MCM

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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kings Point Capital Management's RSPH Position: Q1 2022 in Review

Kings Point Capital Management held its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) position steady in Q1 2022 at 1,000 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Kings Point Capital Management first reported a position in RSPH in Q1 2020 and has held it in 9 quarters since. The position peaked at $131K in Q4 2020. 183 funds tracked by Wall St. Rank hold RSPH as of Q1 2022.

Kings Point Capital Management held 1,000 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $31K as of Q1 2022.
Kings Point Capital Management left its Invesco S&P 500 Equal Weight Health Care ETF share count unchanged in Q1 2022.
Invesco S&P 500 Equal Weight Health Care ETF made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #415 holding.
Kings Point Capital Management first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q1 2020 and has held it in 9 quarters since.
Kings Point Capital Management's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $131K in Q4 2020.
183 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.