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Laurel Wealth Advisors (California)’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Laurel Wealth Advisors (California)’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
2019
Q3 		– Sell
-12,370
Closed -$251K – 455
2019
Q2 		$251K Buy
+12,370
New +$241K 0.06% 336

Other funds holding RSPH

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
SAS
Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Laurel Wealth Advisors (California)'s RSPH Position: Q3 2019 in Review

Laurel Wealth Advisors (California) sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q3 2019, closing a stake of 12,370 shares — an estimated $251K sold.

Laurel Wealth Advisors (California) first reported a position in RSPH in Q2 2019 and held it in 1 quarter. The position peaked at $251K in Q2 2019. 133 funds tracked by Wall St. Rank hold RSPH as of Q3 2019.

  • Laurel Wealth Advisors (California) reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q3 2019 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 12,370 Invesco S&P 500 Equal Weight Health Care ETF shares in Q3 2019, an estimated $251K.
  • Laurel Wealth Advisors (California) first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q2 2019 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s Invesco S&P 500 Equal Weight Health Care ETF position peaked at $251K in Q2 2019.
  • 133 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q3 2019.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q3 2019, filed 13 Nov 2019.