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

Leicht Financial Planning & 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
2020
Q1 		– Sell
-11,090
Closed -$246K – 66
2019
Q4 		$246K Sell
11,090
-2,530
-19% -$52.8K 0.22% 58
2019
Q3 		$267K Buy
+13,620
New +$271K 0.26% 46

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SAS
Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's RSPH Position: Q1 2020 in Review

Leicht Financial Planning & Wealth Management sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q1 2020, closing a stake of 11,090 shares — an estimated $246K sold.

Leicht Financial Planning & Wealth Management first reported a position in RSPH in Q3 2019 and held it in 2 quarters. The position peaked at $267K in Q3 2019. 151 funds tracked by Wall St. Rank hold RSPH as of Q1 2020.

  • Leicht Financial Planning & Wealth Management reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q1 2020 after selling out during the quarter.
  • Leicht Financial Planning & Wealth Management sold 11,090 Invesco S&P 500 Equal Weight Health Care ETF shares in Q1 2020, an estimated $246K.
  • Leicht Financial Planning & Wealth Management first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q3 2019 and held it in 2 quarters.
  • Leicht Financial Planning & Wealth Management's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $267K in Q3 2019.
  • 151 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q1 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q1 2020, filed 13 Apr 2020.