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

Kingsview 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
2024
Q3 		– Sell
-17,756
Closed -$533K – 1148
2024
Q2 		$533K Sell
17,756
-200
-1% -$6.07K 0.01% 665
2024
Q1 		$571K Buy
17,956
+10
+0.1% +$307 0.01% 635
2023
Q4 		$534K Sell
17,946
-420
-2% -$11.5K 0.02% 618
2023
Q3 		$503K Buy
18,366
+386
+2% +$11.2K 0.02% 618
2023
Q2 		$536K Buy
17,980
+4,270
+31% +$125K 0.02% 570
2023
Q1 		$400K Sell
13,710
-270
-2% -$7.86K 0.02% 636
2022
Q4 		$403K Sell
13,980
-190
-1% -$5.29K 0.02% 574
2022
Q3 		$356K Sell
14,170
-10
-0.1% -$274 0.02% 592
2022
Q2 		$380K Sell
14,180
-440
-3% -$12.5K 0.02% 595
2022
Q1 		$448K Buy
14,620
+160
+1% +$4.79K 0.02% 597
2021
Q4 		$463K Buy
+14,460
New +$440K 0.02% 597
2021
Q1 		– Sell
-50,490
Closed -$1.32M – 920
2020
Q4 		$1.32M Sell
50,490
-61,390
-55% -$1.53M 0.1% 221
2020
Q3 		$2.63M Sell
111,880
-8,130
-7% -$191K 0.24% 105
2020
Q2 		$2.67M Buy
120,010
+10,420
+10% +$223K 0.27% 95
2020
Q1 		$2.07M Buy
109,590
+18,730
+21% +$397K 0.28% 97
2019
Q4 		$2.01M Buy
90,860
+79,610
+708% +$1.66M 0.25% 108
2019
Q3 		$220K Hold
11,250
– – 0.03% 393
2019
Q2 		$228K Hold
11,250
– – 0.04% 370
2019
Q1 		$222K Buy
+11,250
New +$217K 0.03% 414
2018
Q4 		– Sell
-11,250
Closed -$232K – 441
2018
Q3 		$232K Hold
11,250
– – 0.05% 321
2018
Q2 		$206K Hold
11,250
– – 0.05% 302
2018
Q1 		$202K Hold
11,250
– – 0.05% 296
2017
Q4 		$202K Buy
+11,250
New +$199K 0.07% 295
2017
Q3 		– Sell
-12,250
Closed -$213K – 404
2017
Q2 		$213K Buy
+12,250
New +$203K 0.11% 232

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
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $340M AUM 14.34% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kingsview Wealth Management's RSPH Position: Q3 2024 in Review

Kingsview Wealth Management sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q3 2024, closing a stake of 17,756 shares — an estimated $533K sold.

Kingsview Wealth Management first reported a position in RSPH in Q2 2017 and held it in 24 quarters. The position peaked at $2.67M in Q2 2020. 186 funds tracked by Wall St. Rank hold RSPH as of Q3 2024.

  • Kingsview Wealth Management reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q3 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 17,756 Invesco S&P 500 Equal Weight Health Care ETF shares in Q3 2024, an estimated $533K.
  • Kingsview Wealth Management first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q2 2017 and held it in 24 quarters.
  • Kingsview Wealth Management's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $2.67M in Q2 2020.
  • 186 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q3 2024.

Based on Kingsview Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.