LFS
RSPH icon

Legacy Financial Strategies’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Legacy Financial Strategies’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
Q2 		– Sell
-22,130
Closed -$398K – 97
2018
Q1 		$398K Sell
22,130
-4,480
-17% -$83.3K 0.39% 56
2017
Q4 		$478K Buy
+26,610
New +$472K 0.51% 34

Other funds holding RSPH

FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
UBS Group
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Financial Strategies's RSPH Position: Q2 2018 in Review

Legacy Financial Strategies sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2018, closing a stake of 22,130 shares — an estimated $398K sold.

Legacy Financial Strategies first reported a position in RSPH in Q4 2017 and held it in 2 quarters. The position peaked at $478K in Q4 2017. 109 funds tracked by Wall St. Rank hold RSPH as of Q2 2018.

  • Legacy Financial Strategies reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q2 2018 after selling out during the quarter.
  • Legacy Financial Strategies sold 22,130 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2018, an estimated $398K.
  • Legacy Financial Strategies first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2017 and held it in 2 quarters.
  • Legacy Financial Strategies's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $478K in Q4 2017.
  • 109 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2018.

Based on Legacy Financial Strategies's 13F filing for Q2 2018, filed 14 Aug 2018.